Dogwood Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Dogwood Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$327K	Sell	2,552 -4	-0.2%	-$493	0.13%	61
2026 Q1	$284K	Sell	2,556 -53	-2%	-$6.07K	0.12%	74
2025 Q4	$292K	Sell	2,609 -73	-3%	-$8.04K	0.13%	78
2025 Q3	$291K	Sell	2,682 -49	-2%	-$5.14K	0.13%	80
2025 Q2	$278K	Sell	2,731 -70	-2%	-$6.55K	0.14%	89
2025 Q1	$259K	Buy	2,801 +78	+3%	+$7.6K	0.14%	85
2024 Q4	$264K	Sell	2,723 -1,893	-41%	-$186K	0.14%	83
2024 Q3	$439K	Buy	4,616 +31	+0.7%	+$2.85K	0.25%	78
2024 Q2	$414K	Sell	4,585 -350	-7%	-$30.9K	0.25%	55
2024 Q1	$442K	Sell	4,935 -758	-13%	-$64K	0.3%	50
2023 Q4	$464K	Buy	+5,693	New	+$431K	0.36%	42

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 0.16% in Q2 2026, selling an estimated $493 and leaving 2,552 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #61.

Dogwood Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $464K in Q4 2023. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Dogwood Wealth Management held 2,552 shares of Avantis US Equity ETF worth $327K as of Q2 2026.
Dogwood Wealth Management sold 4 Avantis US Equity ETF shares in Q2 2026, an estimated $493.
Avantis US Equity ETF made up 0.13% of Dogwood Wealth Management's portfolio in Q2 2026, its #61 holding.
Dogwood Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Avantis US Equity ETF position peaked at $464K in Q4 2023.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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