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

Rockwood 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
Q2 		$2.14M Buy
17,148
+491
+3% +$58.6K 0.14% 33
2026
Q1 		$1.84M Hold
16,657
– – 0.13% 30
2025
Q4 		$1.7M Sell
16,657
-157
-0.9% -$15.7K 0.13% 33
2025
Q3 		$1.67M Buy
16,814
+107
+0.6% +$10.3K 0.13% 31
2025
Q2 		$1.52M Hold
16,707
– – 0.13% 30
2025
Q1 		$1.46M Buy
16,707
+700
+4% +$65.8K 0.15% 30
2024
Q4 		$1.54M Hold
16,007
– – 0.17% 29
2024
Q3 		$1.54M Buy
16,007
+110
+0.7% +$10.3K 0.17% 29
2024
Q2 		$1.43M Hold
15,897
– – 0.17% 30
2024
Q1 		$1.49M Sell
15,897
-260
-2% -$23K 0.19% 27
2023
Q4 		$1.45M Buy
16,157
+4
+0% +$320 0.21% 28
2023
Q3 		$1.26M Sell
16,153
-1,077
-6% -$86.5K 0.21% 24
2023
Q2 		$1.34M Buy
17,230
+577
+3% +$42.4K 0.23% 25
2023
Q1 		$1.23M Buy
16,653
+133
+0.8% +$10.4K 0.24% 25
2022
Q4 		$1.23M Sell
16,520
-1,628
-9% -$122K 0.29% 25
2022
Q3 		$1.2M Sell
18,148
-6,511
-26% -$475K 0.38% 19
2022
Q2 		$1.69M Buy
24,659
+15,169
+160% +$1.15M 0.79% 12
2022
Q1 		$758K Buy
9,490
+95
+1% +$7.53K 0.36% 26
2021
Q4 		$749K Buy
+9,395
New +$748K 0.33% 33

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Rockwood Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.9% in Q2 2026, buying an estimated $58.6K and bringing the position to 17,148 shares worth $2.14M. The position accounts for 0.14% of the portfolio, ranked #33.

Rockwood Wealth Management first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Rockwood Wealth Management held 17,148 shares of Avantis US Small Cap Value ETF worth $2.14M as of Q2 2026.
  • Rockwood Wealth Management bought 491 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $58.6K.
  • Avantis US Small Cap Value ETF made up 0.14% of Rockwood Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Rockwood Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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