Decker Retirement Planning’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Decker Retirement Planning’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	$4.11M	Buy	45,063 +5,119	+13%	+$450K	1.4%	21
2026 Q1	$3.22M	Buy	39,944 +5,552	+16%	+$450K	1.46%	23
2025 Q4	$2.61M	Buy	34,392 +7,866	+30%	+$579K	1.3%	30
2025 Q3	$1.92M	Buy	26,526 +6,805	+35%	+$481K	1.05%	33
2025 Q2	$1.35M	Buy	19,721 +337	+2%	+$21.7K	0.78%	29
2025 Q1	$1.26M	Buy	19,384 +1,315	+7%	+$89.2K	0.79%	18
2024 Q4	$1.21M	Buy	+18,069	New	+$1.23M	0.7%	27

Other funds holding AVLV

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

FWP

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Decker Retirement Planning's AVLV Position: Q2 2026 in Review

Decker Retirement Planning increased its Avantis US Large Cap Value ETF (AVLV) stake by 13% in Q2 2026, buying an estimated $450K and bringing the position to 45,063 shares worth $4.11M. The position accounts for 1.4% of the portfolio, ranked #21.

Decker Retirement Planning first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Decker Retirement Planning held 45,063 shares of Avantis US Large Cap Value ETF worth $4.11M as of Q2 2026.
Decker Retirement Planning bought 5,119 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $450K.
Avantis US Large Cap Value ETF made up 1.4% of Decker Retirement Planning's portfolio in Q2 2026, its #21 holding.
Decker Retirement Planning first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.