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Diversify Wealth Management’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Diversify Wealth Management’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 		$767K Buy
9,431
+1,411
+18% +$111K 0.01% 729
2026
Q1 		$623K Buy
+8,020
New +$602K 0.01% 744

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Diversify Wealth Management's AVMV Position: Q2 2026 in Review

Diversify Wealth Management increased its Avantis US Mid Cap Value ETF (AVMV) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 9,431 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #729.

Diversify Wealth Management first reported a position in AVMV in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Diversify Wealth Management held 9,431 shares of Avantis US Mid Cap Value ETF worth $767K as of Q2 2026.
  • Diversify Wealth Management bought 1,411 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $111K.
  • Avantis US Mid Cap Value ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #729 holding.
  • Diversify Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.