AVUV — Avantis US Small Cap Value ETF

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  12 quarters on record

This page tracks every 13F SEC filing in which SILVER OAK SECURITIES, INCORPORATED reported a position in Avantis US Small Cap Value ETF (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.95% (2024 Q3)
Avg. % of fund
0.65%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 120,500 +4,332 +3.7% 0.84% $12.4M $101.72
2025 Q3 ADDED 116,168 +706 +0.6% 0.87% $11.6M $98.91
2025 Q2 ADDED 115,462 +16,484 +16.7% 0.85% $10.5M $90.12
2024 Q4 ADDED 98,978 +4,408 +4.7% 0.88% $9.5M $94.68
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Meredith Wealth Planning 3Y 17.72% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94%
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