Financial Management Network’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Financial Management Network’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	$11.2M	Buy	147,447 +16,212	+12%	+$1.22M	1.72%	12
2025 Q4	$9.49M	Buy	131,235 +14,942	+13%	+$1.04M	1.5%	15
2025 Q3	$8.06M	Buy	116,293 +6,051	+5%	+$411K	1.33%	19
2025 Q2	$7.38M	Buy	110,242 +9,951	+10%	+$613K	1.32%	18
2025 Q1	$5.49M	Buy	100,291 +27,070	+37%	+$1.77M	1.24%	22
2024 Q4	$4.83M	Buy	73,221 +20,773	+40%	+$1.39M	1%	27
2024 Q3	$3.4M	Buy	52,448 +33,295	+174%	+$2.04M	0.71%	34
2024 Q2	$1.13M	Buy	+19,153	New	+$1.15M	0.27%	63

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

MFT

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

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

TAWM

Three Arch Wealth Management Irvine, California $556M AUM

FWP

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

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

FIC

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

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Financial Management Network's AVMV Position: Q1 2026 in Review

Financial Management Network increased its Avantis US Mid Cap Value ETF (AVMV) stake by 12% in Q1 2026, buying an estimated $1.22M and bringing the position to 147,447 shares worth $11.2M. The position accounts for 1.72% of the portfolio, ranked #12.

Financial Management Network first reported a position in AVMV in Q2 2024 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

Financial Management Network held 147,447 shares of Avantis US Mid Cap Value ETF worth $11.2M as of Q1 2026.
Financial Management Network bought 16,212 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $1.22M.
Avantis US Mid Cap Value ETF made up 1.72% of Financial Management Network's portfolio in Q1 2026, its #12 holding.
Financial Management Network first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.