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Schwarz Dygos Wheeler Investment Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$549K Sell
7,333
-10
-0.1% -$757 0.11% 101
2025
Q4 		$523K Buy
7,343
+269
+4% +$18.6K 0.11% 103
2025
Q3 		$477K Buy
7,074
+90
+1% +$5.83K 0.1% 106
2025
Q2 		$435K Buy
6,984
+599
+9% +$35.5K 0.1% 108
2025
Q1 		$362K Hold
6,385
– – 0.09% 120
2024
Q4 		$331K Buy
6,385
+171
+3% +$9.21K 0.08% 122
2024
Q3 		$349K Sell
6,214
-372
-6% -$20K 0.09% 112
2024
Q2 		$345K Buy
6,586
+2,176
+49% +$117K 0.09% 110
2024
Q1 		$238K Sell
4,410
-320
-7% -$16.5K 0.07% 132
2023
Q4 		$244K Sell
4,730
-77
-2% -$3.75K 0.07% 132
2023
Q3 		$231K Hold
4,807
– – 0.08% 129
2023
Q2 		$234K Hold
4,807
– – 0.08% 127
2023
Q1 		$232K Hold
4,807
– – 0.08% 120
2022
Q4 		$217K Buy
+4,807
New +$207K 0.09% 117

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AVIV Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Avantis International Large Cap Value ETF (AVIV) stake by 0.14% in Q1 2026, selling an estimated $757 and leaving 7,333 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #101.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AVIV in Q4 2022 and has held it in 14 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 7,333 shares of Avantis International Large Cap Value ETF worth $549K as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 10 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $757.
  • Avantis International Large Cap Value ETF made up 0.11% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #101 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.