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Daffy Charitable Fund’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Daffy Charitable Fund’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 		$634K Buy
5,385
+2,447
+83% +$305K 0.06% 62
2026
Q2 		$367K Buy
+2,938
New +$350K 0.03% 72

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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

Daffy Charitable Fund's AVUV Position: Q3 2026 in Review

Daffy Charitable Fund increased its Avantis US Small Cap Value ETF (AVUV) stake by 83% in Q3 2026, buying an estimated $305K and bringing the position to 5,385 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #62.

Daffy Charitable Fund first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Daffy Charitable Fund held 5,385 shares of Avantis US Small Cap Value ETF worth $634K as of Q3 2026.
  • Daffy Charitable Fund bought 2,447 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $305K.
  • Avantis US Small Cap Value ETF made up 0.06% of Daffy Charitable Fund's portfolio in Q3 2026, its #62 holding.
  • Daffy Charitable Fund first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Daffy Charitable Fund's 13F filing for Q3 2026, filed 10 Nov 2026.