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

Dopkins 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 		$3.39M Buy
37,151
+62
+0.2% +$5.45K 1.23% 19
2026
Q1 		$2.99M Sell
37,089
-1,237
-3% -$100K 1.2% 19
2025
Q4 		$2.9M Sell
38,326
-151
-0.4% -$11.1K 1.19% 20
2025
Q3 		$2.78M Sell
38,477
-1,602
-4% -$113K 1.17% 20
2025
Q2 		$2.73M Buy
40,079
+755
+2% +$48.6K 1.23% 19
2025
Q1 		$2.56M Buy
39,324
+4,224
+12% +$286K 1.3% 18
2024
Q4 		$2.34M Buy
35,100
+29,603
+539% +$2.01M 1.19% 19
2024
Q3 		$362K Sell
5,497
-13,220
-71% -$841K 0.29% 40
2024
Q2 		$1.18M Buy
18,717
+1,859
+11% +$117K 0.72% 22
2024
Q1 		$1.08M Buy
16,858
+4,476
+36% +$268K 0.65% 20
2023
Q4 		$715K Buy
12,382
+3,683
+42% +$198K 0.56% 24
2023
Q3 		$458K Buy
8,699
+754
+9% +$40.9K 0.35% 36
2023
Q2 		$424K Buy
7,945
+3,670
+86% +$187K 0.38% 28
2023
Q1 		$218K Buy
+4,275
New +$222K 0.2% 35

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return