CRA Financial Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

CRA Financial 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	$5.17M	Buy	56,655 +3,218	+6%	+$283K	0.6%	34
2026 Q1	$4.31M	Buy	53,437 +2,104	+4%	+$171K	0.56%	38
2025 Q4	$3.89M	Buy	51,333 +9,487	+23%	+$698K	0.51%	44
2025 Q3	$3.02M	Buy	41,846 +3,530	+9%	+$249K	0.41%	50
2025 Q2	$2.61M	Buy	38,316 +2,424	+7%	+$156K	0.4%	50
2025 Q1	$2.34M	Buy	35,892 +7,023	+24%	+$476K	0.4%	51
2024 Q4	$1.93M	Buy	28,869 +4,157	+17%	+$283K	0.33%	57
2024 Q3	$1.63M	Buy	24,712 +6,481	+36%	+$413K	0.3%	60
2024 Q2	$1.15M	Buy	18,231 +4,572	+33%	+$287K	0.23%	77
2024 Q1	$878K	Buy	13,659 +4,419	+48%	+$265K	0.19%	87
2023 Q4	$534K	Buy	9,240 +3,335	+56%	+$179K	0.13%	113
2023 Q3	$311K	Buy	5,905 +1,935	+49%	+$105K	0.09%	144
2023 Q2	$212K	Buy	+3,970	New	+$203K	0.06%	194

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

CRA Financial Services's AVLV Position: Q2 2026 in Review

CRA Financial Services increased its Avantis US Large Cap Value ETF (AVLV) stake by 6% in Q2 2026, buying an estimated $283K and bringing the position to 56,655 shares worth $5.17M. The position accounts for 0.6% of the portfolio, ranked #34.

CRA Financial Services first reported a position in AVLV in Q2 2023 and has held it in 13 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

CRA Financial Services held 56,655 shares of Avantis US Large Cap Value ETF worth $5.17M as of Q2 2026.
CRA Financial Services bought 3,218 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $283K.
Avantis US Large Cap Value ETF made up 0.6% of CRA Financial Services's portfolio in Q2 2026, its #34 holding.
CRA Financial Services first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.