SRPTWM
AVUV icon

Split Rock Private Trading & Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Split Rock Private Trading & 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 		$299K Buy
2,396
+322
+16% +$38.4K 0.2% 37
2026
Q1 		$229K Buy
+2,074
New +$228K 0.18% 37

Other funds holding AVUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's AVUV Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 16% in Q2 2026, buying an estimated $38.4K and bringing the position to 2,396 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #37.

Split Rock Private Trading & Wealth Management first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 794 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 2,396 shares of Avantis US Small Cap Value ETF worth $299K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management bought 322 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $38.4K.
  • Avantis US Small Cap Value ETF made up 0.2% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 794 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.