Forum Financial Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Forum Financial 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	$2.35M	Buy	25,721 +98	+0.4%	+$8.61K	0.03%	83
2026 Q1	$2.07M	Sell	25,623 -2	-0%	-$162	0.03%	83
2025 Q4	$1.94M	Sell	25,625 -400	-2%	-$29.4K	0.03%	146
2025 Q3	$1.88M	Sell	26,025 -1,335	-5%	-$94.3K	0.03%	142
2025 Q2	$1.87M	Buy	27,360 +1	+0%	+$64	0.03%	132
2025 Q1	$1.78M	Buy	+27,359	New	+$1.85M	0.03%	131

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 22.96% 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

Forum Financial Management's AVLV Position: Q2 2026 in Review

Forum Financial Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.38% in Q2 2026, buying an estimated $8.61K and bringing the position to 25,721 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #83.

Forum Financial Management first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Forum Financial Management held 25,721 shares of Avantis US Large Cap Value ETF worth $2.35M as of Q2 2026.
Forum Financial Management bought 98 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $8.61K.
Avantis US Large Cap Value ETF made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #83 holding.
Forum Financial Management first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.