Rockwood Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Rockwood Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.6M	Sell	605,983 -8,507	-1%	-$1.05M	4.9%	5
2026 Q1	$68.3M	Buy	614,490 +38,641	+7%	+$4.42M	4.89%	6
2025 Q4	$64.4M	Sell	575,849 -7,047	-1%	-$776K	4.8%	6
2025 Q3	$63.4M	Sell	582,896 -12,805	-2%	-$1.34M	5.06%	5
2025 Q2	$60.1M	Buy	595,701 +207,957	+54%	+$19.5M	5.28%	5
2025 Q1	$35.8M	Buy	387,744 +25,763	+7%	+$2.51M	3.65%	7
2024 Q4	$35.1M	Sell	361,981 -11,896	-3%	-$1.17M	3.79%	6
2024 Q3	$35.6M	Sell	373,877 -6,437	-2%	-$591K	3.91%	6
2024 Q2	$34.3M	Sell	380,314 -15,793	-4%	-$1.4M	4.18%	4
2024 Q1	$35.5M	Sell	396,107 -1,504	-0.4%	-$127K	4.58%	4
2023 Q4	$32.4M	Buy	397,611 +48,270	+14%	+$3.65M	4.75%	5
2023 Q3	$25.6M	Sell	349,341 -32,675	-9%	-$2.48M	4.29%	5
2023 Q2	$28.7M	Buy	382,016 +6,971	+2%	+$499K	4.93%	4
2023 Q1	$26.6M	Sell	375,045 -15,424	-4%	-$1.09M	5.25%	4
2022 Q4	$26.6M	Buy	390,469 +29,411	+8%	+$2.01M	6.2%	3
2022 Q3	$22.5M	Buy	361,058 +197,855	+121%	+$13.6M	7.2%	3
2022 Q2	$10.6M	Buy	163,203 +132,006	+423%	+$9.37M	4.97%	3
2022 Q1	$2.41M	Buy	31,197 +26,187	+523%	+$1.99M	1.15%	6
2021 Q4	$402K	Buy	+5,010	New	+$392K	0.18%	67

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Rockwood Wealth Management's AVUS Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 1.4% in Q2 2026, selling an estimated $1.05M and leaving 605,983 shares worth $77.6M. The position accounts for 4.9% of the portfolio, ranked #5.

Rockwood Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 302 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Rockwood Wealth Management held 605,983 shares of Avantis US Equity ETF worth $77.6M as of Q2 2026.
Rockwood Wealth Management sold 8,507 Avantis US Equity ETF shares in Q2 2026, an estimated $1.05M.
Avantis US Equity ETF made up 4.9% of Rockwood Wealth Management's portfolio in Q2 2026, its #5 holding.
Rockwood Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
302 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.