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Symmetry Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Symmetry Partners’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 		$31.4M Buy
344,510
+12,284
+4% +$1.08M 1.6% 18
2026
Q1 		$26.8M Buy
332,226
+27,908
+9% +$2.26M 1.53% 18
2025
Q4 		$23.1M Buy
304,318
+59,378
+24% +$4.37M 1.36% 20
2025
Q3 		$17.7M Buy
244,940
+25,086
+11% +$1.77M 1.93% 15
2025
Q2 		$15M Buy
219,854
+51,388
+31% +$3.31M 1.85% 15
2025
Q1 		$11M Buy
168,466
+38,603
+30% +$2.62M 1.53% 16
2024
Q4 		$8.67M Buy
129,863
+84,452
+186% +$5.75M 1.23% 22
2024
Q3 		$2.99M Buy
+45,411
New +$2.89M 0.71% 32

Other funds holding AVLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Symmetry Partners's AVLV Position: Q2 2026 in Review

Symmetry Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.7% in Q2 2026, buying an estimated $1.08M and bringing the position to 344,510 shares worth $31.4M. The position accounts for 1.6% of the portfolio, ranked #18.

Symmetry Partners first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Symmetry Partners held 344,510 shares of Avantis US Large Cap Value ETF worth $31.4M as of Q2 2026.
  • Symmetry Partners bought 12,284 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.08M.
  • Avantis US Large Cap Value ETF made up 1.6% of Symmetry Partners's portfolio in Q2 2026, its #18 holding.
  • Symmetry Partners first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 324 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.