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

Parkworth 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
2025
Q2 		$4.53M Buy
49,774
+2,412
+5% +$208K 3.27% 7
2025
Q1 		$4.13M Buy
47,362
+161
+0.3% +$15.1K 3.3% 8
2024
Q4 		$4.56M Buy
+47,201
New +$4.69M 3.79% 7

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Parkworth Wealth Management's AVUV Position: Q2 2025 in Review

Parkworth Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.1% in Q2 2025, buying an estimated $208K and bringing the position to 49,774 shares worth $4.53M. The position accounts for 3.27% of the portfolio, ranked #7.

Parkworth Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.56M in Q4 2024. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Parkworth Wealth Management held 49,774 shares of Avantis US Small Cap Value ETF worth $4.53M as of Q2 2025.
  • Parkworth Wealth Management bought 2,412 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $208K.
  • Avantis US Small Cap Value ETF made up 3.27% of Parkworth Wealth Management's portfolio in Q2 2025, its #7 holding.
  • Parkworth Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Avantis US Small Cap Value ETF position peaked at $4.56M in Q4 2024.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.