DWM
AVLC icon

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

Dogwood 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 		$9.84M Sell
109,391
-6,462
-6% -$558K 3.88% 7
2026
Q1 		$8.98M Buy
115,853
+2,571
+2% +$206K 3.9% 7
2025
Q4 		$8.91M Sell
113,282
-7,880
-7% -$611K 3.92% 6
2025
Q3 		$9.27M Buy
121,162
+1,497
+1% +$110K 4.21% 5
2025
Q2 		$8.56M Sell
119,665
-13,271
-10% -$871K 4.18% 5
2025
Q1 		$8.53M Sell
132,936
-6,443
-5% -$437K 4.49% 4
2024
Q4 		$9.42M Sell
139,379
-8,587
-6% -$586K 4.98% 4
2024
Q3 		$9.77M Sell
147,966
-1,866
-1% -$119K 5.62% 2
2024
Q2 		$9.4M Buy
+149,832
New +$9.16M 5.79% 2

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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 22.96% 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

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

Dogwood Wealth Management reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 5.6% in Q2 2026, selling an estimated $558K and leaving 109,391 shares worth $9.84M. The position accounts for 3.88% of the portfolio, ranked #7.

Dogwood Wealth Management first reported a position in AVLC in Q2 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Dogwood Wealth Management held 109,391 shares of Avantis US Large Cap Equity ETF worth $9.84M as of Q2 2026.
  • Dogwood Wealth Management sold 6,462 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $558K.
  • Avantis US Large Cap Equity ETF made up 3.88% of Dogwood Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Dogwood Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.