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Dogwood Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Dogwood Wealth Management’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
Q2 		$11.6M Buy
93,148
+5,601
+6% +$668K 4.59% 5
2026
Q1 		$9.67M Buy
87,547
+3,230
+4% +$356K 4.2% 6
2025
Q4 		$8.6M Buy
84,317
+9,815
+13% +$982K 3.78% 7
2025
Q3 		$7.42M Buy
74,502
+5,214
+8% +$504K 3.37% 9
2025
Q2 		$6.56M Buy
69,288
+8,031
+13% +$692K 3.2% 9
2025
Q1 		$5.34M Buy
61,257
+4,022
+7% +$378K 2.81% 13
2024
Q4 		$5.52M Buy
57,235
+8,346
+17% +$829K 2.92% 12
2024
Q3 		$4.69M Buy
48,889
+3,269
+7% +$306K 2.7% 11
2024
Q2 		$4.09M Buy
45,620
+7,200
+19% +$652K 2.52% 13
2024
Q1 		$3.6M Buy
38,420
+3,565
+10% +$315K 2.43% 13
2023
Q4 		$3.13M Buy
+34,855
New +$2.79M 2.45% 14

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dogwood Wealth Management's AVUV Position: Q2 2026 in Review

Dogwood Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.4% in Q2 2026, buying an estimated $668K and bringing the position to 93,148 shares worth $11.6M. The position accounts for 4.59% of the portfolio, ranked #5.

Dogwood Wealth Management first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Dogwood Wealth Management held 93,148 shares of Avantis US Small Cap Value ETF worth $11.6M as of Q2 2026.
  • Dogwood Wealth Management bought 5,601 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $668K.
  • Avantis US Small Cap Value ETF made up 4.59% of Dogwood Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Dogwood Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.