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RDA Financial Network’s Avantis US Small Cap Value ETF AVUV Stock Holding History

RDA Financial Network’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 		$3.34M Buy
26,732
+824
+3% +$98.3K 0.73% 37
2026
Q1 		$2.86M Buy
25,908
+500
+2% +$55.1K 0.72% 32
2025
Q4 		$2.59M Buy
25,408
+84
+0.3% +$8.4K 0.62% 36
2025
Q3 		$2.52M Buy
25,324
+381
+2% +$36.9K 0.62% 37
2025
Q2 		$2.27M Buy
24,943
+1,337
+6% +$115K 0.61% 40
2025
Q1 		$2.06M Buy
23,606
+490
+2% +$46K 0.61% 47
2024
Q4 		$2.23M Buy
23,116
+618
+3% +$61.4K 0.65% 41
2024
Q3 		$2.16M Buy
22,498
+1,560
+7% +$146K 0.67% 38
2024
Q2 		$1.88M Buy
20,938
+1,965
+10% +$178K 0.62% 45
2024
Q1 		$1.78M Buy
18,973
+1,468
+8% +$130K 0.61% 47
2023
Q4 		$1.57M Sell
17,505
-2,043
-10% -$163K 0.6% 50
2023
Q3 		$1.52M Sell
19,548
-335
-2% -$26.9K 0.66% 45
2023
Q2 		$1.54M Buy
19,883
+933
+5% +$68.6K 0.65% 46
2023
Q1 		$1.4M Buy
18,950
+5
+0% +$392 0.64% 51
2022
Q4 		$1.41M Buy
+18,945
New +$1.42M 0.71% 45

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RDA Financial Network's AVUV Position: Q2 2026 in Review

RDA Financial Network increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.2% in Q2 2026, buying an estimated $98.3K and bringing the position to 26,732 shares worth $3.34M. The position accounts for 0.73% of the portfolio, ranked #37.

RDA Financial Network first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • RDA Financial Network held 26,732 shares of Avantis US Small Cap Value ETF worth $3.34M as of Q2 2026.
  • RDA Financial Network bought 824 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $98.3K.
  • Avantis US Small Cap Value ETF made up 0.73% of RDA Financial Network's portfolio in Q2 2026, its #37 holding.
  • RDA Financial Network first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.