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

Dogwood 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	$310K	Hold	3,396	–	–	0.12%	65
2026 Q1	$274K	Sell	3,396 -43	-1%	-$3.49K	0.12%	75
2025 Q4	$261K	Buy	3,439 +8	+0.2%	+$589	0.11%	84
2025 Q3	$248K	Buy	+3,431	New	+$242K	0.11%	90
2025 Q2	–	Sell	-168	Closed	-$11K	–	698
2025 Q1	$11K	Buy	+168	New	+$11.4K	0.01%	185

Other funds holding AVLV

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

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM