Matthew Hamilton Rosenberg’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$78.6K	Hold	667	–	–	0.01%	383
2026 Q2	$83.2K	Hold	667	–	–	0.02%	369
2026 Q1	$73.7K	Hold	667	–	–	0.02%	375
2025 Q4	$68K	Hold	667	–	–	0.01%	382
2025 Q3	$66.4K	Hold	667	–	–	0.01%	385
2025 Q2	$60.8K	Buy	+667	New	+$57.5K	0.01%	410

Other funds holding AVUV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Matthew Hamilton Rosenberg's AVUV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Avantis US Small Cap Value ETF (AVUV) position steady in Q3 2026 at 667 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #383.

Matthew Hamilton Rosenberg first reported a position in AVUV in Q2 2025 and has held it in 6 quarters since. The position peaked at $83.2K in Q2 2026. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Matthew Hamilton Rosenberg held 667 shares of Avantis US Small Cap Value ETF worth $78.6K as of Q3 2026.
Matthew Hamilton Rosenberg left its Avantis US Small Cap Value ETF share count unchanged in Q3 2026.
Avantis US Small Cap Value ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #383 holding.
Matthew Hamilton Rosenberg first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Matthew Hamilton Rosenberg's Avantis US Small Cap Value ETF position peaked at $83.2K in Q2 2026.
69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.