Unison Advisors
AVUV icon

Unison Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Unison Advisors’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 		$159M Buy
1,346,317
+10,476
+0.8% +$1.31M 11.15% 3
2026
Q2 		$167M Buy
1,335,841
+7,308
+0.6% +$872K 11.62% 3
2026
Q1 		$147M Buy
1,328,533
+14,894
+1% +$1.64M 11.13% 3
2025
Q4 		$134M Buy
1,313,639
+4,770
+0.4% +$477K 11.71% 2
2025
Q3 		$130M Buy
1,308,869
+237,136
+22% +$22.9M 11.89% 2
2025
Q2 		$97.6M Buy
1,071,733
+6,692
+0.6% +$577K 10.93% 1
2025
Q1 		$92.8M Buy
1,065,041
+18,537
+2% +$1.74M 11.81% 1
2024
Q4 		$101M Sell
1,046,504
-9,642
-0.9% -$958K 12.03% 1
2024
Q3 		$101M Sell
1,056,146
-34,891
-3% -$3.26M 12.19% 1
2024
Q2 		$97.9M Sell
1,091,037
-52,416
-5% -$4.75M 12.28% 1
2024
Q1 		$107M Buy
1,143,453
+10,065
+0.9% +$891K 10.58% 2
2023
Q4 		$102M Buy
1,133,388
+5,642
+0.5% +$451K 10.79% 2
2023
Q3 		$87.9M Sell
1,127,746
-69,151
-6% -$5.56M 10.34% 2
2023
Q2 		$92.9M Sell
1,196,897
-41,803
-3% -$3.07M 10.31% 2
2023
Q1 		$91.7M Buy
1,238,700
+160,379
+15% +$12.6M 10.19% 2
2022
Q4 		$80.3M Buy
1,078,321
+58,999
+6% +$4.44M 10.46% 2
2022
Q3 		$67.4M Buy
1,019,322
+95,801
+10% +$6.99M 12.48% 1
2022
Q2 		$63.1M Buy
923,521
+26,902
+3% +$2.04M 16.28% 1
2022
Q1 		$71.6M Sell
896,619
-1,310
-0.1% -$104K 17.27% 1
2021
Q4 		$71.6M Sell
897,929
-502,589
-36% -$40M 17.3% 1
2021
Q3 		$106M Sell
1,400,518
-844,936
-38% -$62.6M 26.43% 1
2021
Q2 		$171M Buy
2,245,454
+19,626
+0.9% +$1.48M 31.79% 1
2021
Q1 		$161M Sell
2,225,828
-1,301
-0.1% -$87.2K 30.89% 1
2020
Q4 		$127M Buy
2,227,129
+9,313
+0.4% +$477K 28.56% 1
2020
Q3 		$95M Buy
2,217,816
+571,336
+35% +$24.7M 27.45% 1
2020
Q2 		$66.7M Buy
+1,646,480
New +$61.2M 22.33% 1

Other funds holding AVUV

TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Unison Advisors's AVUV Position: Q3 2026 in Review

Unison Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.78% in Q3 2026, buying an estimated $1.31M and bringing the position to 1,346,317 shares worth $159M. The position accounts for 11.15% of the portfolio, ranked #3.

Unison Advisors first reported a position in AVUV in Q2 2020 and has held it in 26 quarters since. The position peaked at $171M in Q2 2021. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Unison Advisors held 1,346,317 shares of Avantis US Small Cap Value ETF worth $159M as of Q3 2026.
  • Unison Advisors bought 10,476 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $1.31M.
  • Avantis US Small Cap Value ETF made up 11.15% of Unison Advisors's portfolio in Q3 2026, its #3 holding.
  • Unison Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2020 and has held it in 26 quarters since.
  • Unison Advisors's Avantis US Small Cap Value ETF position peaked at $171M in Q2 2021.
  • 579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Unison Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.