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Fourth Dimension Wealth’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Fourth Dimension Wealth’s Portfolio AVMU Stock Details AVMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162K Sell
3,475
-519
-13% -$24K 0.05% 170
2026
Q1 		$183K Sell
3,994
-129
-3% -$6K 0.07% 139
2025
Q4 		$191K Buy
4,123
+235
+6% +$10.8K 0.07% 137
2025
Q3 		$177K Sell
3,888
-794
-17% -$35.4K 0.07% 139
2025
Q2 		$210K Buy
4,682
+561
+14% +$25K 0.09% 123
2025
Q1 		$187K Buy
4,121
+15
+0.4% +$691 0.09% 114
2024
Q4 		$189K Buy
+4,106
New +$191K 0.1% 109

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Fourth Dimension Wealth's AVMU Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 13% in Q2 2026, selling an estimated $24K and leaving 3,475 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #170.

Fourth Dimension Wealth first reported a position in AVMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $210K in Q2 2025. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Fourth Dimension Wealth held 3,475 shares of Avantis Core Municipal Fixed Income ETF worth $162K as of Q2 2026.
  • Fourth Dimension Wealth sold 519 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $24K.
  • Avantis Core Municipal Fixed Income ETF made up 0.05% of Fourth Dimension Wealth's portfolio in Q2 2026, its #170 holding.
  • Fourth Dimension Wealth first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Avantis Core Municipal Fixed Income ETF position peaked at $210K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.