Ameritas Advisory Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Ameritas Advisory Services’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Buy	+4,019	New	+$353K	0.01%	888
2025 Q3	–	Sell	-13	Closed	-$887	–	2162
2025 Q2	$887	Buy	+13	New	+$837	﹤0.01%	2640

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

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

Ameritas Advisory Services's AVLV Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 4,019 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in AVLV as recently as Q2 2025.

Ameritas Advisory Services first reported a position in AVLV in Q2 2025 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Ameritas Advisory Services held 4,019 shares of Avantis US Large Cap Value ETF worth $367K as of Q2 2026.
Avantis US Large Cap Value ETF was a new Ameritas Advisory Services position in Q2 2026.
Avantis US Large Cap Value ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #888 holding.
Ameritas Advisory Services first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.