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Schwarz Dygos Wheeler Investment Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.48M Buy
+83,565
New +$6.69M 1.35% 16

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Schwarz Dygos Wheeler Investment Advisors opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q1 2026: 83,565 shares worth $6.48M. The stake represents 1.35% of the portfolio and ranks #16 among its holdings.

89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 83,565 shares of Avantis US Large Cap Equity ETF worth $6.48M as of Q1 2026.
  • Avantis US Large Cap Equity ETF was a new Schwarz Dygos Wheeler Investment Advisors position in Q1 2026.
  • Avantis US Large Cap Equity ETF made up 1.35% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

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