J. M. Brown & Associates Inc.’s Avantis US Small Cap Value ETF AVUV Stock Holding History

J. M. Brown & Associates Inc.’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 Q2	$218K	Buy	+1,746	New	+$208K	0.12%	156

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

J. M. Brown & Associates Inc.'s AVUV Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,746 shares worth $218K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings.

426 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

J. M. Brown & Associates Inc. held 1,746 shares of Avantis US Small Cap Value ETF worth $218K as of Q2 2026.
Avantis US Small Cap Value ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.12% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #156 holding.
426 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.