Financial Engines Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Financial Engines 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 Q2	$57.8M	Sell	634,091 -14,583	-2%	-$1.28M	0.1%	50
2026 Q1	$52.3M	Buy	648,674 +8,900	+1%	+$722K	0.11%	51
2025 Q4	$48.5M	Buy	639,774 +21,142	+3%	+$1.56M	0.09%	52
2025 Q3	$44.7M	Buy	618,632 +7,525	+1%	+$531K	0.09%	56
2025 Q2	$41.7M	Buy	611,107 +20,045	+3%	+$1.29M	0.08%	55
2025 Q1	$38.5M	Buy	591,062 +28,878	+5%	+$1.96M	0.08%	56
2024 Q4	$37.5M	Buy	562,184 +21,173	+4%	+$1.44M	0.08%	57
2024 Q3	$35.6M	Buy	541,011 +40,959	+8%	+$2.61M	0.07%	54
2024 Q2	$31.4M	Buy	+500,052	New	+$31.3M	0.07%	57

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Financial Engines Advisors's AVLV Position: Q2 2026 in Review

Financial Engines Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 2.2% in Q2 2026, selling an estimated $1.28M and leaving 634,091 shares worth $57.8M. The position accounts for 0.1% of the portfolio, ranked #50.

Financial Engines Advisors first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Financial Engines Advisors held 634,091 shares of Avantis US Large Cap Value ETF worth $57.8M as of Q2 2026.
Financial Engines Advisors sold 14,583 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.28M.
Avantis US Large Cap Value ETF made up 0.1% of Financial Engines Advisors's portfolio in Q2 2026, its #50 holding.
Financial Engines Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.