DWM
Diversify Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.33M | Buy |
97,781
+6,871
| +8% | +$656K | 0.58% | 32 |
|
|
2025
Q1 | $7.6M | Buy |
90,910
+13,848
| +18% | +$1.16M | 0.56% | 35 |
|
|
2024
Q4 | $7.3M | Buy |
77,062
+1,997
| +3% | +$189K | 0.57% | 40 |
|
|
2024
Q3 | $7.14M | Buy |
75,065
+68,172
| +989% | +$6.48M | 0.69% | 33 |
|
|
2024
Q2 | $613K | Buy |
+6,893
| New | +$613K | 0.08% | 231 |
|