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D'Orazio & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

D'Orazio & Associates’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 		$715K Buy
5,729
+1,075
+23% +$128K 0.08% 99
2026
Q1 		$514K Sell
4,654
-881
-16% -$97K 0.07% 115
2025
Q4 		$564K Buy
5,535
+66
+1% +$6.6K 0.07% 111
2025
Q3 		$544K Sell
5,469
-3,932
-42% -$380K 0.07% 106
2025
Q2 		$856K Sell
9,401
-145,931
-94% -$12.6M 0.12% 69
2025
Q1 		$13.5M Sell
155,332
-10,287
-6% -$967K 2.05% 12
2024
Q4 		$16M Buy
165,619
+281
+0.2% +$27.9K 2.35% 12
2024
Q3 		$15.9M Sell
165,338
-1,616
-1% -$151K 2.25% 12
2024
Q2 		$15M Buy
166,954
+7,623
+5% +$690K 2.3% 12
2024
Q1 		$14.9M Buy
159,331
+14,000
+10% +$1.24M 2.41% 12
2023
Q4 		$13.1M Buy
145,331
+104,238
+254% +$8.34M 2.34% 12
2023
Q3 		$3.2M Buy
41,093
+35,115
+587% +$2.82M 0.72% 24
2023
Q2 		$464K Buy
+5,978
New +$439K 0.11% 67

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

D'Orazio & Associates's AVUV Position: Q2 2026 in Review

D'Orazio & Associates increased its Avantis US Small Cap Value ETF (AVUV) stake by 23% in Q2 2026, buying an estimated $128K and bringing the position to 5,729 shares worth $715K. The position accounts for 0.08% of the portfolio, ranked #99.

D'Orazio & Associates first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. The position peaked at $16M in Q4 2024. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • D'Orazio & Associates held 5,729 shares of Avantis US Small Cap Value ETF worth $715K as of Q2 2026.
  • D'Orazio & Associates bought 1,075 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $128K.
  • Avantis US Small Cap Value ETF made up 0.08% of D'Orazio & Associates's portfolio in Q2 2026, its #99 holding.
  • D'Orazio & Associates first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • D'Orazio & Associates's Avantis US Small Cap Value ETF position peaked at $16M in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.