Financial Management Network
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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
Q3 		$16.5M Buy
213,260
+24,415
+13% +$1.97M 2.38% 12
2026
Q2 		$15.3M Buy
188,845
+41,398
+28% +$3.25M 2.19% 11
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

EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Financial Management Network's AVMV Position: Q3 2026 in Review

Financial Management Network increased its Avantis US Mid Cap Value ETF (AVMV) stake by 13% in Q3 2026, buying an estimated $1.97M and bringing the position to 213,260 shares worth $16.5M. The position accounts for 2.38% of the portfolio, ranked #12.

Financial Management Network first reported a position in AVMV in Q2 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

  • Financial Management Network held 213,260 shares of Avantis US Mid Cap Value ETF worth $16.5M as of Q3 2026.
  • Financial Management Network bought 24,415 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $1.97M.
  • Avantis US Mid Cap Value ETF made up 2.38% of Financial Management Network's portfolio in Q3 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 10 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.