Diversified Portfolios Inc’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Diversified Portfolios Inc’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	$819K	Hold	8,974	–	–	0.06%	115
2026 Q1	$723K	Hold	8,974	–	–	0.06%	109
2025 Q4	$680K	Buy	8,974 +700	+8%	+$51.5K	0.06%	115
2025 Q3	$598K	Buy	8,274 +610	+8%	+$43.1K	0.05%	113
2025 Q2	$523K	Buy	+7,664	New	+$494K	0.05%	114
2023 Q4	–	Sell	-4,222	Closed	-$222K	–	125
2023 Q3	$222K	Buy	4,222 +344	+9%	+$18.6K	0.04%	112
2023 Q2	$207K	Buy	+3,878	New	+$198K	0.04%	123

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

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

Diversified Portfolios Inc's AVLV Position: Q2 2026 in Review

Diversified Portfolios Inc held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 8,974 shares worth $819K. The position accounts for 0.06% of the portfolio, ranked #115.

Diversified Portfolios Inc first reported a position in AVLV in Q2 2023 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Diversified Portfolios Inc held 8,974 shares of Avantis US Large Cap Value ETF worth $819K as of Q2 2026.
Diversified Portfolios Inc left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
Avantis US Large Cap Value ETF made up 0.06% of Diversified Portfolios Inc's portfolio in Q2 2026, its #115 holding.
Diversified Portfolios Inc first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 7 quarters since.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.