MWM
AVUV icon

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

Meritas 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 		$30.7M Buy
246,111
+18,880
+8% +$2.25M 11.99% 1
2026
Q1 		$25.1M Buy
227,231
+22,292
+11% +$2.45M 11.35% 3
2025
Q4 		$20.9M Buy
204,939
+12,269
+6% +$1.23M 10.05% 4
2025
Q3 		$19.2M Buy
192,670
+18,852
+11% +$1.82M 9.5% 4
2025
Q2 		$15.8M Buy
173,818
+6,771
+4% +$584K 8.7% 4
2025
Q1 		$14.6M Buy
167,047
+23,307
+16% +$2.19M 8.54% 4
2024
Q4 		$13.9M Buy
143,740
+19,834
+16% +$1.97M 8.35% 4
2024
Q3 		$11.9M Buy
123,906
+21,956
+22% +$2.05M 7.36% 4
2024
Q2 		$9.15M Buy
101,950
+6,061
+6% +$549K 6.45% 6
2024
Q1 		$8.99M Buy
95,889
+18,359
+24% +$1.62M 6.25% 6
2023
Q4 		$6.96M Buy
77,530
+15,959
+26% +$1.28M 5.22% 7
2023
Q3 		$4.8M Buy
61,571
+7,242
+13% +$582K 3.68% 7
2023
Q2 		$4.22M Buy
54,329
+51
+0.1% +$3.75K 3.17% 8
2023
Q1 		$4.02M Sell
54,278
-1,104
-2% -$86.5K 3.16% 8
2022
Q4 		$4.13M Buy
+55,382
New +$4.17M 3.41% 8

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

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

Meritas Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.3% in Q2 2026, buying an estimated $2.25M and bringing the position to 246,111 shares worth $30.7M. The position accounts for 11.99% of the portfolio, ranked #1.

Meritas Wealth Management first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Meritas Wealth Management held 246,111 shares of Avantis US Small Cap Value ETF worth $30.7M as of Q2 2026.
  • Meritas Wealth Management bought 18,880 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.25M.
  • Avantis US Small Cap Value ETF made up 11.99% of Meritas Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Meritas Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.