Avant Financial Advisors Q2 Portfolio Shifts: Focus on Dimensional & Vanguard ETFs

As reported by insiderset.com for Avant Financial Advisors Llc (investor_slug: avant-financial-advisors-llc) as of June 30, 2026, the total portfolio value stands at $160.5 million.

The investment strategy appears focused on broad-based ETFs and a few individual stocks, reflecting diversification across various sectors including Technology and Consumer Cyclical.

Prominent Purchases in Q2

Avant Financial Advisors significantly bolstered its position during the second quarter. The fund's holdings show notable increases:

• DFSV (Dimensional ETF Trust), known for its focus on fundamental investing, saw a substantial increase of approximately 94,600 shares or +9.44%, now representing about 8.7% of the portfolio.
• VCIT (Vanguard Scottsdale Fund) experienced a considerable boost with an increase in shares by over 13,500 units (+14.76%) and now accounts for roughly 2.9% of the assets.
• VGSH (Vanguard Scottsdale Fund Shares) was a new addition to the portfolio this quarter, contributing $328k in value or about 0.2% allocation.

The investor also increased exposure to other Dimensional funds and American Century ETFs:

• DFIC (Dimensional ETF Trust) added shares, increasing its portfolio weight by about 4.07 percentage points.
• AVDE (American Century ETF Trust), despite a small decrease in allocation from prior periods, still holds significant value at $193k or ~1.2% of the portfolio.

Furthermore, Avant Financial Advisors initiated new positions with several stocks:

• AMD (Advanced Micro Devices)
• GOOGL (Alphabet Inc.)
• CSCO (Cisco Systems), which now contributes $259k or ~0.16% to the portfolio.

Declines and Portfolio Realignment

The portfolio also experienced some reductions during Q2:

• VTI (Vanguard ETFs), a core holding, saw a slight decrease in shares (-66) but maintained its allocation around 9.8%.

While most changes were increases or new additions, one Dimensional fund showed a small decline:

• DFAC (Dimensional ETF Trust) decreased by about 16.89 shares (-0.46%) in allocation.

The overall sector allocation remains dominated by 'Unknown' positions, accounting for approximately $149 million or 92.8% of the portfolio value as of June 30, 2026.