Schwarz Dygos Wheeler Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Schwarz Dygos Wheeler Investment 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	$613K	Buy	6,720 +14	+0.2%	+$1.23K	0.12%	101
2026 Q1	$541K	Buy	6,706 +90	+1%	+$7.3K	0.11%	102
2025 Q4	$501K	Buy	6,616 +205	+3%	+$15.1K	0.1%	106
2025 Q3	$463K	Buy	6,411 +283	+5%	+$20K	0.1%	108
2025 Q2	$418K	Buy	6,128 +522	+9%	+$33.6K	0.1%	110
2025 Q1	$366K	Hold	5,606	–	–	0.09%	119
2024 Q4	$374K	Buy	5,606 +126	+2%	+$8.57K	0.09%	113
2024 Q3	$361K	Buy	5,480 +429	+8%	+$27.3K	0.09%	111
2024 Q2	$317K	Buy	+5,051	New	+$317K	0.09%	116
2024 Q1	–	Sell	-4,893	Closed	-$283K	–	150
2023 Q4	$283K	Buy	4,893 +264	+6%	+$14.2K	0.09%	124
2023 Q3	$244K	Hold	4,629	–	–	0.08%	124
2023 Q2	$247K	Hold	4,629	–	–	0.08%	125
2023 Q1	$237K	Hold	4,629	–	–	0.09%	118
2022 Q4	$232K	Buy	+4,629	New	+$232K	0.09%	112

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

Schwarz Dygos Wheeler Investment Advisors's AVLV Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.21% in Q2 2026, buying an estimated $1.23K and bringing the position to 6,720 shares worth $613K. The position accounts for 0.12% of the portfolio, ranked #101.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AVLV in Q4 2022 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 6,720 shares of Avantis US Large Cap Value ETF worth $613K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 14 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.23K.
Avantis US Large Cap Value ETF made up 0.12% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #101 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.