DWM
AVLC icon

Diversify Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Diversify Wealth Management’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Buy
5,325
+2,525
+90% +$218K 0.01% 883
2026
Q1 		$236K Buy
+2,800
New +$224K ﹤0.01% 1039

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Diversify Wealth Management's AVLC Position: Q2 2026 in Review

Diversify Wealth Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 90% in Q2 2026, buying an estimated $218K and bringing the position to 5,325 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #883.

Diversify Wealth Management first reported a position in AVLC in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Diversify Wealth Management held 5,325 shares of Avantis US Large Cap Equity ETF worth $472K as of Q2 2026.
  • Diversify Wealth Management bought 2,525 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $218K.
  • Avantis US Large Cap Equity ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #883 holding.
  • Diversify Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.