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Dogwood Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Dogwood Wealth Management’s Portfolio AVMU Stock Details AVMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.3K Sell
2,002
-967
-33% -$44.8K 0.04% 115
2026
Q1 		$136K Sell
2,969
-307
-9% -$14.3K 0.06% 103
2025
Q4 		$151K Sell
3,276
-41
-1% -$1.88K 0.07% 94
2025
Q3 		$151K Sell
3,317
-488
-13% -$21.8K 0.07% 96
2025
Q2 		$169K Sell
3,805
-128
-3% -$5.7K 0.08% 93
2025
Q1 		$179K Sell
3,933
-149
-4% -$6.86K 0.09% 89
2024
Q4 		$188K Sell
4,082
-7
-0.2% -$325 0.1% 89
2024
Q3 		$192K Buy
4,089
+582
+17% +$27.1K 0.11% 89
2024
Q2 		$162K Sell
3,507
-294
-8% -$13.6K 0.1% 90
2024
Q1 		$177K Buy
3,801
+77
+2% +$3.59K 0.12% 82
2023
Q4 		$175K Buy
+3,724
New +$168K 0.14% 84

Other funds holding AVMU

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Dogwood Wealth Management's AVMU Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 33% in Q2 2026, selling an estimated $44.8K and leaving 2,002 shares worth $93.3K. The position accounts for 0.04% of the portfolio, ranked #115.

Dogwood Wealth Management first reported a position in AVMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $192K in Q3 2024. 8 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Dogwood Wealth Management held 2,002 shares of Avantis Core Municipal Fixed Income ETF worth $93.3K as of Q2 2026.
  • Dogwood Wealth Management sold 967 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $44.8K.
  • Avantis Core Municipal Fixed Income ETF made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Dogwood Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $192K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.