Refined Wealth Management
AVUV icon

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

Refined 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
Q3 		$2.74M Buy
23,237
+1,298
+6% +$162K 1.53% 16
2026
Q2 		$2.74M Buy
21,939
+165
+0.8% +$19.7K 1.65% 19
2026
Q1 		$2.41M Buy
+21,774
New +$2.4M 1.52% 18

Other funds holding AVUV

TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Refined Wealth Management's AVUV Position: Q3 2026 in Review

Refined Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.9% in Q3 2026, buying an estimated $162K and bringing the position to 23,237 shares worth $2.74M. The position accounts for 1.53% of the portfolio, ranked #16.

Refined Wealth Management first reported a position in AVUV in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.74M in Q2 2026. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Refined Wealth Management held 23,237 shares of Avantis US Small Cap Value ETF worth $2.74M as of Q3 2026.
  • Refined Wealth Management bought 1,298 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $162K.
  • Avantis US Small Cap Value ETF made up 1.53% of Refined Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Refined Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Refined Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.74M in Q2 2026.
  • 579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.