Elser Financial Planning 13F: New $18M Stake in AVUV

Elser Financial Planning has opened a new position in the Avantis US Small Cap Value ETF (AVUV) as disclosed in a filing on October 16, 2026. The firm acquired 153,572 shares valued at about $18.1 million. This stake reflects Elser's interest in investing in small-cap U.S. companies across various market sectors.

What Changed in Elser Financial Planning's Position

In this latest filing, Elser Financial Planning took a new position in AVUV, acquiring 153,572 shares. Since this is a new buy, no previous position was reported. The ETF is focused on small-cap companies, aiming to capture growth in this segment.

Other Institutional Activity in AVUV

There are no recent filings from other institutional investors regarding the Avantis US Small Cap Value ETF. The absence of data from peers suggests that Elser Financial Planning is currently the only known institutional player taking a position in this ETF.

Avantis US Small Cap Value ETF Stock Down 0.5%

As of October 16, 2026, the Avantis US Small Cap Value ETF was recently traded around $119.89. This level is below its 50-day moving average of approximately $123.49, indicating a potential opportunity for investors watching for price corrections. The ETF is also currently trading about 7.1% below its 52-week high of $129.05, which may indicate some volatility or profit-taking in the market.

Recent Earnings

There are no recent earnings data available for the Avantis US Small Cap Value ETF, so further financial performance details cannot be reported at this time.

Dividend

The Avantis US Small Cap Value ETF has a dividend yield of 1.29%. This yield can be attractive for investors looking for income in addition to capital appreciation.

Insider Buying and Selling at Avantis US Small Cap Value ETF

There are no reported insider transactions for the Avantis US Small Cap Value ETF at this time. This means that there have been no buys or sells by insiders that could signal their confidence or concerns about the fund's performance.

Analysts Set New Price Targets

This lack of analyst coverage might suggest that the ETF has not been a focus for major investment firms recently.

About Avantis US Small Cap Value ETF

The Avantis US Small Cap Value ETF primarily invests in a diverse group of U.S. small-cap companies across various sectors. As an exchange-traded fund listed on the NYSEArca, it aims to provide exposure to growth opportunities in this investment segment. The ETF is designed to invest at least 80% of its assets in small-cap securities, making it a potential choice for investors targeting that specific market.

Bottom Line

Investors should keep an eye on the upcoming developments regarding the Avantis US Small Cap Value ETF, especially as new earnings reports or analyst ratings may be released. The filing reflects holdings as of the reporting period and may not represent the investor’s current position. With the recent position taken by Elser Financial Planning, interest in small-cap investments may be gaining traction again. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.