RCS Financial Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

RCS Financial Planning’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 Q1	$815K	Hold	7,376	–	–	0.42%	44
2025 Q4	$752K	Sell	7,376 -119	-2%	-$11.9K	0.32%	55
2025 Q3	$746K	Buy	7,495 +3	+0%	+$290	0.33%	51
2025 Q2	$683K	Buy	7,492 +1,454	+24%	+$125K	0.34%	48
2025 Q1	$526K	Sell	6,038 -7	-0.1%	-$658	0.28%	51
2024 Q4	$584K	Buy	6,045 +1,773	+42%	+$176K	0.31%	49
2024 Q3	$410K	Sell	4,272 -848	-17%	-$79.3K	0.23%	54
2024 Q2	$459K	Hold	5,120	–	–	0.27%	48
2024 Q1	$480K	Sell	5,120 -8	-0.2%	-$708	0.3%	52
2023 Q4	$461K	Buy	5,128 +141	+3%	+$11.3K	0.3%	46
2023 Q3	$389K	Buy	4,987 +117	+2%	+$9.4K	0.3%	47
2023 Q2	$378K	Buy	+4,870	New	+$358K	0.31%	42

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCS Financial Planning's AVUV Position: Q1 2026 in Review

RCS Financial Planning held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2026 at 7,376 shares worth $815K. The position accounts for 0.42% of the portfolio, ranked #44.

RCS Financial Planning first reported a position in AVUV in Q2 2023 and has held it in 12 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

RCS Financial Planning held 7,376 shares of Avantis US Small Cap Value ETF worth $815K as of Q1 2026.
RCS Financial Planning left its Avantis US Small Cap Value ETF share count unchanged in Q1 2026.
Avantis US Small Cap Value ETF made up 0.42% of RCS Financial Planning's portfolio in Q1 2026, its #44 holding.
RCS Financial Planning first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.