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Dynamic Advisor Solutions’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Dynamic Advisor Solutions’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 		$3.87M Buy
42,452
+1,094
+3% +$96.1K 0.11% 199
2026
Q1 		$3.33M Buy
41,358
+1,081
+3% +$87.7K 0.11% 211
2025
Q4 		$3.05M Buy
40,277
+2,237
+6% +$165K 0.1% 217
2025
Q3 		$2.75M Buy
38,040
+628
+2% +$44.4K 0.08% 250
2025
Q2 		$2.55M Buy
37,412
+2,292
+7% +$148K 0.08% 255
2025
Q1 		$2.29M Buy
35,120
+1,930
+6% +$131K 0.08% 255
2024
Q4 		$2.22M Buy
33,190
+2,007
+6% +$137K 0.1% 194
2024
Q3 		$2.05M Buy
31,183
+18,215
+140% +$1.16M 0.06% 290
2024
Q2 		$815K Buy
+12,968
New +$813K 0.03% 502

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 22.96% 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

Dynamic Advisor Solutions's AVLV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Avantis US Large Cap Value ETF (AVLV) stake by 2.6% in Q2 2026, buying an estimated $96.1K and bringing the position to 42,452 shares worth $3.87M. The position accounts for 0.11% of the portfolio, ranked #199.

Dynamic Advisor Solutions first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Dynamic Advisor Solutions held 42,452 shares of Avantis US Large Cap Value ETF worth $3.87M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,094 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $96.1K.
  • Avantis US Large Cap Value ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #199 holding.
  • Dynamic Advisor Solutions first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.