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MFA Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

MFA Wealth 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 		$17.2M Buy
190,429
+8,261
+5% +$767K 2.93% 9
2026
Q2 		$16.6M Buy
+182,168
New +$16M 2.83% 9

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 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
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

MFA Wealth Advisors's AVLV Position: Q3 2026 in Review

MFA Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 4.5% in Q3 2026, buying an estimated $767K and bringing the position to 190,429 shares worth $17.2M. The position accounts for 2.93% of the portfolio, ranked #9.

MFA Wealth Advisors first reported a position in AVLV in Q2 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • MFA Wealth Advisors held 190,429 shares of Avantis US Large Cap Value ETF worth $17.2M as of Q3 2026.
  • MFA Wealth Advisors bought 8,261 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $767K.
  • Avantis US Large Cap Value ETF made up 2.93% of MFA Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • MFA Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.