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

Rossby Financial’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	$64.5K	Buy	845 +203	+32%	+$16.4K	0.01%	835
2026 Q2	$51.7K	Buy	642 +68	+12%	+$5.33K	0.01%	687
2026 Q1	$42.6K	Buy	574 +466	+431%	+$35K	0.01%	785
2025 Q4	$7.69K	Buy	108 +39	+57%	+$2.71K	﹤0.01%	1003
2025 Q3	$4.75K	Buy	+69	New	+$4.68K	﹤0.01%	997

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Rossby Financial's AVMV Position: Q3 2026 in Review

Rossby Financial increased its Avantis US Mid Cap Value ETF (AVMV) stake by 32% in Q3 2026, buying an estimated $16.4K and bringing the position to 845 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #835.

Rossby Financial first reported a position in AVMV in Q3 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

Rossby Financial held 845 shares of Avantis US Mid Cap Value ETF worth $64.5K as of Q3 2026.
Rossby Financial bought 203 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $16.4K.
Avantis US Mid Cap Value ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #835 holding.
Rossby Financial first reported a position in Avantis US Mid Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
67 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.