RFA
AVUV icon

Resurgent Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Resurgent Financial Advisors’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 		$272K Buy
+2,180
New +$260K 0.08% 244
2023
Q1 		– Sell
-360
Closed -$26.8K – 502
2022
Q4 		$26.8K Buy
+360
New +$27.1K 0.01% 561

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

Resurgent Financial Advisors's AVUV Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 2,180 shares worth $272K. The stake represents 0.08% of the portfolio and ranks #244 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in AVUV as recently as Q4 2022.

Resurgent Financial Advisors first reported a position in AVUV in Q4 2022 and has held it in 2 quarters since. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Resurgent Financial Advisors held 2,180 shares of Avantis US Small Cap Value ETF worth $272K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Resurgent Financial Advisors position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.08% of Resurgent Financial Advisors's portfolio in Q2 2026, its #244 holding.
  • Resurgent Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.