Kaufman Rossin Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Kaufman Rossin Wealth’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	$1.64M	Sell	13,277 -125	-0.9%	-$14.9K	0.78%	18
2026 Q1	$1.48M	Sell	13,402 -263	-2%	-$29K	0.85%	17
2025 Q4	$1.39M	Sell	13,665 -52	-0.4%	-$5.2K	0.73%	18
2025 Q3	$1.37M	Sell	13,717 -1,031	-7%	-$99.7K	0.75%	20
2025 Q2	$1.34M	Sell	14,748 -573	-4%	-$49.4K	0.85%	19
2025 Q1	$1.34M	Buy	15,321 +9,707	+173%	+$912K	0.95%	16
2024 Q4	$542K	Buy	+5,614	New	+$558K	0.56%	25

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Kaufman Rossin Wealth's AVUV Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.93% in Q2 2026, selling an estimated $14.9K and leaving 13,277 shares worth $1.64M. The position accounts for 0.78% of the portfolio, ranked #18.

Kaufman Rossin Wealth first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Kaufman Rossin Wealth held 13,277 shares of Avantis US Small Cap Value ETF worth $1.64M as of Q2 2026.
Kaufman Rossin Wealth sold 125 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $14.9K.
Avantis US Small Cap Value ETF made up 0.78% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #18 holding.
Kaufman Rossin Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.