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Fermata Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Fermata Advisors’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.33M Buy
43,716
+622
+1% +$59.9K 0.88% 37
2026
Q1 		$3.79M Buy
43,094
+2,505
+6% +$225K 0.85% 38
2025
Q4 		$3.49M Buy
40,589
+4,791
+13% +$405K 0.84% 39
2025
Q3 		$2.99M Buy
35,798
+607
+2% +$48.9K 0.76% 43
2025
Q2 		$2.73M Buy
35,191
+4,182
+13% +$304K 0.73% 40
2025
Q1 		$2.21M Sell
31,009
-444
-1% -$32.6K 0.4% 60
2024
Q4 		$2.28M Buy
31,453
+11,960
+61% +$890K 0.43% 54
2024
Q3 		$1.44M Buy
19,493
+2,079
+12% +$147K 0.29% 63
2024
Q2 		$1.21M Sell
17,414
-545
-3% -$37.6K 0.28% 64
2024
Q1 		$1.25M Buy
17,959
+1,008
+6% +$66.5K 0.28% 66
2023
Q4 		$1.1M Buy
16,951
+3,073
+22% +$185K 0.26% 71
2023
Q3 		$816K Buy
13,878
+1,957
+16% +$119K 0.23% 81
2023
Q2 		$715K Buy
+11,921
New +$693K 0.65% 38

Other funds holding AVGE

NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Fermata Advisors's AVGE Position: Q2 2026 in Review

Fermata Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 1.4% in Q2 2026, buying an estimated $59.9K and bringing the position to 43,716 shares worth $4.33M. The position accounts for 0.88% of the portfolio, ranked #37.

Fermata Advisors first reported a position in AVGE in Q2 2023 and has held it in 13 quarters since. 35 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Fermata Advisors held 43,716 shares of Avantis All Equity Markets ETF worth $4.33M as of Q2 2026.
  • Fermata Advisors bought 622 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $59.9K.
  • Avantis All Equity Markets ETF made up 0.88% of Fermata Advisors's portfolio in Q2 2026, its #37 holding.
  • Fermata Advisors first reported a position in Avantis All Equity Markets ETF in Q2 2023 and has held it in 13 quarters since.
  • 35 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.