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Revolve Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Revolve Wealth Partners’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
Q1 		– Sell
-25
Closed -$10.4M – 229
2024
Q4 		$10.4M Buy
+25
New +$2.48K 1.5% 21

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Revolve Wealth Partners's AVUV Position: Q2 2026 in Review

Revolve Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.4% in Q2 2026, buying an estimated $505K and bringing the position to 130,028 shares worth $16.2M. The position accounts for 1.68% of the portfolio, ranked #15.

Revolve Wealth Partners first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 368 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Revolve Wealth Partners held 130,028 shares of Avantis US Small Cap Value ETF worth $16.2M as of Q2 2026.
  • Revolve Wealth Partners bought 4,234 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $505K.
  • Avantis US Small Cap Value ETF made up 1.68% of Revolve Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Revolve Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 368 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.