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

Team Financial Group’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 Q2	$7.76M	Buy	96,363 +4,789	+5%	+$376K	3.29%	11
2026 Q1	$6.79M	Buy	91,574 +2,018	+2%	+$151K	3.08%	11
2025 Q4	$6.38M	Buy	89,556 +3,488	+4%	+$242K	2.89%	12
2025 Q3	$5.93M	Buy	86,068 +1,857	+2%	+$126K	2.75%	12
2025 Q2	$5.51M	Buy	84,211 +9,241	+12%	+$569K	2.71%	12
2025 Q1	$4.61M	Buy	74,970 +30,189	+67%	+$1.98M	2.66%	13
2024 Q4	$2.92M	Buy	44,781 +30,850	+221%	+$2.06M	1.68%	13
2024 Q3	$895K	Buy	+13,931	New	+$853K	0.53%	21

Other funds holding AVMV

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

MFT

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

FWP

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Team Financial Group's AVMV Position: Q2 2026 in Review

Team Financial Group increased its Avantis US Mid Cap Value ETF (AVMV) stake by 5.2% in Q2 2026, buying an estimated $376K and bringing the position to 96,363 shares worth $7.76M. The position accounts for 3.29% of the portfolio, ranked #11.

Team Financial Group first reported a position in AVMV in Q3 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Team Financial Group held 96,363 shares of Avantis US Mid Cap Value ETF worth $7.76M as of Q2 2026.
Team Financial Group bought 4,789 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $376K.
Avantis US Mid Cap Value ETF made up 3.29% of Team Financial Group's portfolio in Q2 2026, its #11 holding.
Team Financial Group first reported a position in Avantis US Mid Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.