DWM
Dogwood 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 | $6.56M | Buy |
69,288
+8,031
| +13% | +$760K | 3.2% | 9 |
|
|
2025
Q1 | $5.34M | Buy |
61,257
+4,022
| +7% | +$351K | 2.81% | 13 |
|
|
2024
Q4 | $5.52M | Buy |
57,235
+8,346
| +17% | +$806K | 2.92% | 12 |
|
|
2024
Q3 | $4.69M | Buy |
48,889
+3,269
| +7% | +$314K | 2.7% | 11 |
|
|
2024
Q2 | $4.09M | Buy |
45,620
+7,200
| +19% | +$646K | 2.52% | 13 |
|
|
2024
Q1 | $3.6M | Buy |
38,420
+3,565
| +10% | +$334K | 2.43% | 13 |
|
|
2023
Q4 | $3.13M | Buy |
+34,855
| New | +$3.13M | 2.45% | 14 |
|