Dimensional Fund Advisors
AVTX icon

Dimensional Fund Advisors’s Avalo Therapeutics AVTX Stock Holding History

Dimensional Fund Advisors’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$707K Sell
38,158
-2,663
-7% -$42.1K ﹤0.01% 2918
2026
Q1 		$607K Buy
+40,821
New +$638K ﹤0.01% 2922
2025
Q4 		– Sell
-11,215
Closed -$143K – 3253
2025
Q3 		$143K Buy
+11,215
New +$96.5K ﹤0.01% 3158

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Dimensional Fund Advisors's AVTX Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Avalo Therapeutics (AVTX) stake by 6.5% in Q2 2026, selling an estimated $42.1K and leaving 38,158 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

Dimensional Fund Advisors first reported a position in AVTX in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Dimensional Fund Advisors held 38,158 shares of Avalo Therapeutics worth $707K as of Q2 2026.
  • Dimensional Fund Advisors sold 2,663 Avalo Therapeutics shares in Q2 2026, an estimated $42.1K.
  • Avalo Therapeutics made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2918 holding.
  • Dimensional Fund Advisors first reported a position in Avalo Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.