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Diversify Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Diversify Wealth Management’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 		$5.27M Buy
57,152
+495
+0.9% +$43.5K 0.09% 214
2026
Q1 		$4.85M Buy
56,657
+33,035
+140% +$2.68M 0.09% 213
2025
Q4 		$1.86M Buy
23,622
+4,181
+22% +$308K 0.09% 218
2025
Q3 		$1.41M Buy
19,441
+532
+3% +$37.6K 0.08% 231
2025
Q2 		$1.33M Buy
18,909
+1,678
+10% +$108K 0.08% 235
2025
Q1 		$1.08M Buy
17,231
+4,815
+39% +$326K 0.08% 231
2024
Q4 		$830K Buy
12,416
+3,164
+34% +$215K 0.06% 248
2024
Q3 		$614K Buy
+9,252
New +$589K 0.06% 277

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

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

Diversify Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.87% in Q2 2026, buying an estimated $43.5K and bringing the position to 57,152 shares worth $5.27M. The position accounts for 0.09% of the portfolio, ranked #214.

Diversify Wealth Management first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Diversify Wealth Management held 57,152 shares of Avantis US Large Cap Value ETF worth $5.27M as of Q2 2026.
  • Diversify Wealth Management bought 495 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $43.5K.
  • Avantis US Large Cap Value ETF made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Diversify Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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