TI
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Truepoint Inc’s Avantis US Equity ETF AVUS Stock Holding History

Truepoint Inc’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
9,451
+1,606
+20% +$184K 0.02% 73
2025
Q4 		$877K Sell
7,845
-14
-0.2% -$1.54K 0.02% 79
2025
Q3 		$854K Sell
7,859
-156
-2% -$16.4K 0.02% 75
2025
Q2 		$808K Sell
8,015
-19,363
-71% -$1.81M 0.02% 78
2025
Q1 		$2.53M Buy
27,378
+9,504
+53% +$926K 0.07% 45
2024
Q4 		$1.73M Buy
17,874
+9,407
+111% +$924K 0.05% 53
2024
Q3 		$806K Sell
8,467
-977
-10% -$89.7K 0.02% 70
2024
Q2 		$852K Sell
9,444
-326
-3% -$28.8K 0.02% 63
2024
Q1 		$874K Sell
9,770
-678
-6% -$57.3K 0.02% 61
2023
Q4 		$852K Buy
10,448
+319
+3% +$24.1K 0.03% 88
2023
Q3 		$742K Buy
10,129
+485
+5% +$36.8K 0.02% 94
2023
Q2 		$725K Buy
9,644
+507
+6% +$36.3K 0.02% 83
2023
Q1 		$648K Buy
9,137
+2,306
+34% +$163K 0.02% 81
2022
Q4 		$465K Buy
6,831
+378
+6% +$25.8K 0.02% 100
2022
Q3 		$402K Buy
6,453
+3,217
+99% +$221K 0.02% 99
2022
Q2 		$210K Sell
3,236
-4,496
-58% -$319K 0.01% 152
2022
Q1 		$596K Buy
+7,732
New +$589K 0.03% 82

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Truepoint Inc's AVUS Position: Q1 2026 in Review

Truepoint Inc increased its Avantis US Equity ETF (AVUS) stake by 20% in Q1 2026, buying an estimated $184K and bringing the position to 9,451 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #73.

Truepoint Inc first reported a position in AVUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.53M in Q1 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Truepoint Inc held 9,451 shares of Avantis US Equity ETF worth $1.05M as of Q1 2026.
  • Truepoint Inc bought 1,606 Avantis US Equity ETF shares in Q1 2026, an estimated $184K.
  • Avantis US Equity ETF made up 0.02% of Truepoint Inc's portfolio in Q1 2026, its #73 holding.
  • Truepoint Inc first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • Truepoint Inc's Avantis US Equity ETF position peaked at $2.53M in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.