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

Pure Financial 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 		$126M Sell
1,382,944
-65,086
-4% -$5.72M 1.61% 18
2026
Q1 		$117M Sell
1,448,030
-43,066
-3% -$3.49M 1.68% 16
2025
Q4 		$113M Sell
1,491,096
-6,331
-0.4% -$466K 1.67% 17
2025
Q3 		$108M Buy
1,497,427
+2,138
+0.1% +$151K 1.72% 17
2025
Q2 		$102M Buy
1,495,289
+6,371
+0.4% +$410K 1.8% 16
2025
Q1 		$97.1M Sell
1,488,918
-114,940
-7% -$7.79M 2.03% 14
2024
Q4 		$107M Sell
1,603,858
-62,197
-4% -$4.23M 2.43% 12
2024
Q3 		$110M Sell
1,666,055
-49,674
-3% -$3.16M 2.63% 11
2024
Q2 		$108M Sell
1,715,729
-27,787
-2% -$1.74M 2.99% 10
2024
Q1 		$112M Sell
1,743,516
-66,164
-4% -$3.97M 3.51% 8
2023
Q4 		$105M Sell
1,809,680
-11,802
-0.6% -$635K 3.61% 7
2023
Q3 		$96M Sell
1,821,482
-9,679
-0.5% -$525K 3.92% 7
2023
Q2 		$97.7M Buy
1,831,161
+3,355
+0.2% +$171K 4.14% 6
2023
Q1 		$93.4M Sell
1,827,806
-11,821
-0.6% -$614K 4.33% 6
2022
Q4 		$92.3M Sell
1,839,627
-34,163
-2% -$1.71M 4.77% 5
2022
Q3 		$83.2M Buy
1,873,790
+75,005
+4% +$3.63M 4.84% 5
2022
Q2 		$82.9M Buy
1,798,785
+46,956
+3% +$2.39M 5.14% 5
2022
Q1 		$94.7M Buy
1,751,829
+25,155
+1% +$1.33M 4.33% 5
2021
Q4 		$93.6M Buy
+1,726,674
New +$91.5M 4.64% 4

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

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

Pure Financial Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 4.5% in Q2 2026, selling an estimated $5.72M and leaving 1,382,944 shares worth $126M. The position accounts for 1.61% of the portfolio, ranked #18.

Pure Financial Advisors first reported a position in AVLV in Q4 2021 and has held it in 19 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Pure Financial Advisors held 1,382,944 shares of Avantis US Large Cap Value ETF worth $126M as of Q2 2026.
  • Pure Financial Advisors sold 65,086 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $5.72M.
  • Avantis US Large Cap Value ETF made up 1.61% of Pure Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Pure Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.