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Asset Dedication LLC’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Asset Dedication LLC’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.3K Buy
448
+49
+12% +$4.23K ﹤0.01% 532
2026
Q1 		$30.9K Buy
399
+88
+28% +$7.05K ﹤0.01% 564
2025
Q4 		$24.5K Buy
311
+183
+143% +$14.2K ﹤0.01% 629
2025
Q3 		$9.79K Buy
128
+67
+110% +$4.94K ﹤0.01% 803
2025
Q2 		$4.33K Buy
+61
New +$4K ﹤0.01% 943

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return

Asset Dedication LLC's AVLC Position: Q2 2026 in Review

Asset Dedication LLC increased its Avantis US Large Cap Equity ETF (AVLC) stake by 12% in Q2 2026, buying an estimated $4.23K and bringing the position to 448 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Asset Dedication LLC first reported a position in AVLC in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Asset Dedication LLC held 448 shares of Avantis US Large Cap Equity ETF worth $40.3K as of Q2 2026.
  • Asset Dedication LLC bought 49 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $4.23K.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #532 holding.
  • Asset Dedication LLC first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.