Parkwoods Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Parkwoods Wealth Partners’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	$4.57M	Buy	36,609 +14,547	+66%	+$1.74M	0.73%	27
2026 Q1	$2.44M	Buy	22,062 +554	+3%	+$61K	0.6%	24
2025 Q4	$2.19M	Buy	21,508 +1,302	+6%	+$130K	0.65%	26
2025 Q3	$2.01M	Buy	20,206 +15,474	+327%	+$1.5M	0.69%	21
2025 Q2	$431K	Buy	4,732 +383	+9%	+$33K	0.25%	42
2025 Q1	$379K	Buy	+4,349	New	+$409K	0.26%	27

Other funds holding AVUV

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

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

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 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

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

Parkwoods Wealth Partners's AVUV Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 66% in Q2 2026, buying an estimated $1.74M and bringing the position to 36,609 shares worth $4.57M. The position accounts for 0.73% of the portfolio, ranked #27.

Parkwoods Wealth Partners first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Parkwoods Wealth Partners held 36,609 shares of Avantis US Small Cap Value ETF worth $4.57M as of Q2 2026.
Parkwoods Wealth Partners bought 14,547 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.74M.
Avantis US Small Cap Value ETF made up 0.73% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #27 holding.
Parkwoods Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
600 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.