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Disciplined Investments’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Disciplined Investments’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Buy
3,052
+3
+0.1% +$227 0.08% 126
2025
Q4 		$217K Buy
3,049
+43
+1% +$2.97K 0.08% 116
2025
Q3 		$203K Buy
+3,006
New +$195K 0.08% 121

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Disciplined Investments's AVIV Position: Q1 2026 in Review

Disciplined Investments increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.1% in Q1 2026, buying an estimated $227 and bringing the position to 3,052 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #126.

Disciplined Investments first reported a position in AVIV in Q3 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Disciplined Investments held 3,052 shares of Avantis International Large Cap Value ETF worth $228K as of Q1 2026.
  • Disciplined Investments bought 3 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $227.
  • Avantis International Large Cap Value ETF made up 0.08% of Disciplined Investments's portfolio in Q1 2026, its #126 holding.
  • Disciplined Investments first reported a position in Avantis International Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.