CFA
AVLV icon

Cahill Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cahill Financial Advisors’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
2025
Q3 		– Sell
-4,928
Closed -$336K – 289
2025
Q2 		$336K Buy
4,928
+19
+0.4% +$1.22K 0.04% 217
2025
Q1 		$320K Sell
4,909
-44
-0.9% -$2.98K 0.04% 209
2024
Q4 		$331K Buy
4,953
+21
+0.4% +$1.43K 0.04% 205
2024
Q3 		$325K Buy
4,932
+133
+3% +$8.47K 0.04% 202
2024
Q2 		$302K Buy
+4,799
New +$301K 0.04% 211

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Cahill Financial Advisors's AVLV Position: Q3 2025 in Review

Cahill Financial Advisors sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2025, closing a stake of 4,928 shares — an estimated $336K sold.

Cahill Financial Advisors first reported a position in AVLV in Q2 2024 and held it in 5 quarters. The position peaked at $336K in Q2 2025. 399 funds tracked by Wall St. Rank hold AVLV as of Q3 2025.

  • Cahill Financial Advisors reported no remaining Avantis US Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Cahill Financial Advisors sold 4,928 Avantis US Large Cap Value ETF shares in Q3 2025, an estimated $336K.
  • Cahill Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and held it in 5 quarters.
  • Cahill Financial Advisors's Avantis US Large Cap Value ETF position peaked at $336K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2025.

Based on Cahill Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.