Bedel Financial Consulting’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Bedel Financial Consulting’s Portfolio AVMV Stock Details AVMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Buy	+3,512	New	+$275K	0.03%	254

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Bedel Financial Consulting's AVMV Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 3,512 shares worth $283K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings.

91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Bedel Financial Consulting held 3,512 shares of Avantis US Mid Cap Value ETF worth $283K as of Q2 2026.
Avantis US Mid Cap Value ETF was a new Bedel Financial Consulting position in Q2 2026.
Avantis US Mid Cap Value ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #254 holding.
91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.