Farther Finance Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Farther Finance Advisors’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 Q1	$4.09M	Buy	55,073 +876	+2%	+$65.7K	0.04%	397
2025 Q4	$3.86M	Buy	54,197 +7,073	+15%	+$491K	0.04%	373
2025 Q3	$3.25M	Buy	47,124 +16,852	+56%	+$1.14M	0.05%	316
2025 Q2	$1.98M	Buy	30,272 +6,535	+28%	+$402K	0.04%	370
2025 Q1	$1.46M	Buy	23,737 +11,117	+88%	+$727K	0.04%	373
2024 Q4	$824K	Buy	12,620 +11,070	+714%	+$741K	0.03%	431
2024 Q3	$99.6K	Buy	+1,550	New	+$94.9K	﹤0.01%	1304

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $556M AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return