FFA
AVLV icon

Farther Finance Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Farther Finance Advisors’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
Q3 		$53.7M Buy
593,451
+12,883
+2% +$1.2M 0.38% 46
2026
Q2 		$53M Buy
580,568
+685
+0.1% +$60.2K 0.41% 40
2026
Q1 		$46.9M Sell
579,883
-89,081
-13% -$7.22M 0.44% 39
2025
Q4 		$50.7M Buy
668,964
+438,265
+190% +$32.2M 0.54% 32
2025
Q3 		$16.7M Sell
230,699
-99,447
-30% -$7.02M 0.25% 72
2025
Q2 		$22.5M Buy
330,146
+196,337
+147% +$12.6M 0.45% 37
2025
Q1 		$8.76M Buy
133,809
+62,910
+89% +$4.27M 0.22% 94
2024
Q4 		$4.73M Buy
70,899
+38,709
+120% +$2.63M 0.17% 107
2024
Q3 		$2.12M Buy
32,190
+12,516
+64% +$797K 0.08% 198
2024
Q2 		$1.23M Buy
19,674
+4,271
+28% +$268K 0.06% 250
2024
Q1 		$988K Buy
15,403
+2,925
+23% +$175K 0.06% 254
2023
Q4 		$721K Buy
12,478
+596
+5% +$32.1K 0.05% 283
2023
Q3 		$626K Buy
11,882
+2,574
+28% +$139K 0.1% 173
2023
Q2 		$497K Buy
9,308
+5,266
+130% +$269K 0.11% 162
2023
Q1 		$207K Buy
+4,042
New +$210K 0.06% 258

Other funds holding AVLV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Farther Finance Advisors's AVLV Position: Q3 2026 in Review

Farther Finance Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 2.2% in Q3 2026, buying an estimated $1.2M and bringing the position to 593,451 shares worth $53.7M. The position accounts for 0.38% of the portfolio, ranked #46.

Farther Finance Advisors first reported a position in AVLV in Q1 2023 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • Farther Finance Advisors held 593,451 shares of Avantis US Large Cap Value ETF worth $53.7M as of Q3 2026.
  • Farther Finance Advisors bought 12,883 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $1.2M.
  • Avantis US Large Cap Value ETF made up 0.38% of Farther Finance Advisors's portfolio in Q3 2026, its #46 holding.
  • Farther Finance Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
  • 31 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.