DWM
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Diversify Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
18,909
+1,678
+10% +$118K 0.08% 235
2025
Q1
$1.08M Buy
17,231
+4,815
+39% +$302K 0.08% 231
2024
Q4
$830K Buy
12,416
+3,164
+34% +$211K 0.06% 248
2024
Q3
$614K Buy
+9,252
New +$614K 0.06% 277