James T. Borello RIA’s Avantis US Small Cap Value ETF AVUV Stock Holding History

James T. Borello RIA’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	$2.28M	Buy	19,319 +1,343	+7%	+$167K	0.47%	33
2026 Q2	$2.24M	Buy	17,976 +516	+3%	+$61.6K	0.48%	31
2026 Q1	$1.93M	Buy	17,460 +13	+0.1%	+$1.43K	0.49%	32
2025 Q4	$1.78M	Sell	17,447 -1,178	-6%	-$118K	0.46%	33
2025 Q3	$1.85M	Buy	18,625 +1,345	+8%	+$130K	0.5%	33
2025 Q2	$1.57M	Buy	17,280 +998	+6%	+$86K	0.46%	36
2025 Q1	$1.42M	Buy	16,282 +96	+0.6%	+$9.02K	0.46%	35
2024 Q4	$1.56M	Sell	16,186 -596	-4%	-$59.2K	0.58%	32
2024 Q3	$1.61M	Buy	16,782 +1,182	+8%	+$110K	0.65%	31
2024 Q2	$1.4M	Buy	15,600 +27	+0.2%	+$2.44K	0.62%	30
2024 Q1	$1.46M	Buy	15,573 +2,868	+23%	+$254K	0.67%	30
2023 Q4	$1.14M	Buy	+12,705	New	+$1.02M	0.93%	21

Other funds holding AVUV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

James T. Borello RIA's AVUV Position: Q3 2026 in Review

James T. Borello RIA increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.5% in Q3 2026, buying an estimated $167K and bringing the position to 19,319 shares worth $2.28M. The position accounts for 0.47% of the portfolio, ranked #33.

James T. Borello RIA first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. 358 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

James T. Borello RIA held 19,319 shares of Avantis US Small Cap Value ETF worth $2.28M as of Q3 2026.
James T. Borello RIA bought 1,343 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $167K.
Avantis US Small Cap Value ETF made up 0.47% of James T. Borello RIA's portfolio in Q3 2026, its #33 holding.
James T. Borello RIA first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
358 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.