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 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

CRA Financial Services's AVLV Position: Q1 2026 in Review

CRA Financial Services increased its Avantis US Large Cap Value ETF (AVLV) stake by 4.1% in Q1 2026, buying an estimated $171K and bringing the position to 53,437 shares worth $4.31M. The position accounts for 0.56% of the portfolio, ranked #38.

CRA Financial Services first reported a position in AVLV in Q2 2023 and has held it in 12 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

CRA Financial Services held 53,437 shares of Avantis US Large Cap Value ETF worth $4.31M as of Q1 2026.
CRA Financial Services bought 2,104 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $171K.
Avantis US Large Cap Value ETF made up 0.56% of CRA Financial Services's portfolio in Q1 2026, its #38 holding.
CRA Financial Services first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.