Tenon Financial
AVUV icon

Tenon Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Tenon Financial’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.09M Buy
9,270
+691
+8% +$86.2K 0.33% 22
2026
Q2 		$1.07M Buy
8,579
+358
+4% +$42.7K 0.34% 23
2026
Q1 		$908K Buy
8,221
+18
+0.2% +$1.98K 0.36% 21
2025
Q4 		$837K Buy
8,203
+25
+0.3% +$2.5K 0.35% 20
2025
Q3 		$814K Buy
8,178
+31
+0.4% +$3K 0.42% 21
2025
Q2 		$742K Buy
8,147
+344
+4% +$29.6K 0.33% 21
2025
Q1 		$680K Buy
7,803
+1,066
+16% +$100K 0.42% 21
2024
Q4 		$649K Buy
6,737
+1,972
+41% +$196K 0.42% 22
2024
Q3 		$457K Buy
4,765
+1,043
+28% +$97.5K 0.3% 26
2024
Q2 		$334K Buy
3,722
+680
+22% +$61.6K 0.26% 27
2024
Q1 		$285K Buy
+3,042
New +$269K 0.24% 30

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Tenon Financial's AVUV Position: Q3 2026 in Review

Tenon Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.1% in Q3 2026, buying an estimated $86.2K and bringing the position to 9,270 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #22.

Tenon Financial first reported a position in AVUV in Q1 2024 and has held it in 11 quarters since. 887 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Tenon Financial held 9,270 shares of Avantis US Small Cap Value ETF worth $1.09M as of Q3 2026.
  • Tenon Financial bought 691 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $86.2K.
  • Avantis US Small Cap Value ETF made up 0.33% of Tenon Financial's portfolio in Q3 2026, its #22 holding.
  • Tenon Financial first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 887 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Tenon Financial's 13F filing for Q3 2026, filed 14 Oct 2026.