Dimensional Fund Advisors
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Dimensional Fund Advisors's AVTX Position: Q1 2026 in Review

Dimensional Fund Advisors opened a new position in Avalo Therapeutics (AVTX) in Q1 2026: 40,821 shares worth $607K. The stake represents ﹤0.01% of the portfolio and ranks #2922 among its holdings. This is a return to the name: Dimensional Fund Advisors previously reported a position in AVTX as recently as Q3 2025.

Dimensional Fund Advisors first reported a position in AVTX in Q3 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Dimensional Fund Advisors held 40,821 shares of Avalo Therapeutics worth $607K as of Q1 2026.
  • Avalo Therapeutics was a new Dimensional Fund Advisors position in Q1 2026.
  • Avalo Therapeutics made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2922 holding.
  • Dimensional Fund Advisors first reported a position in Avalo Therapeutics in Q3 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.