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Dixon Fnancial Services’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Dixon Fnancial Services’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 		$1.07M Hold
11,933
– – 0.43% 19
2026
Q1 		$925K Hold
11,933
– – 0.42% 19
2025
Q4 		$938K Hold
11,933
– – 0.42% 19
2025
Q3 		$913K Hold
11,933
– – 0.42% 20
2025
Q2 		$848K Hold
11,933
– – 0.43% 19
2025
Q1 		$766K Hold
11,933
– – 0.41% 18
2024
Q4 		$806K Hold
11,933
– – 0.44% 16
2024
Q3 		$788K Hold
11,933
– – 0.42% 17
2024
Q2 		$749K Hold
11,933
– – 0.42% 17
2024
Q1 		$738K Buy
+11,933
New +$695K 0.41% 17

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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 22.96% 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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Dixon Fnancial Services's AVLC Position: Q2 2026 in Review

Dixon Fnancial Services held its Avantis US Large Cap Equity ETF (AVLC) position steady in Q2 2026 at 11,933 shares worth $1.07M. The position accounts for 0.43% of the portfolio, ranked #19.

Dixon Fnancial Services first reported a position in AVLC in Q1 2024 and has held it in 10 quarters since. 71 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Dixon Fnancial Services held 11,933 shares of Avantis US Large Cap Equity ETF worth $1.07M as of Q2 2026.
  • Dixon Fnancial Services left its Avantis US Large Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Equity ETF made up 0.43% of Dixon Fnancial Services's portfolio in Q2 2026, its #19 holding.
  • Dixon Fnancial Services first reported a position in Avantis US Large Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 71 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.