Back to OneDigital Investment Advisors LLC OneDigital Investment Advisors LLC

AVLCAVLC
5 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in AVANTIS U.S. LARGE CAP EQUITY ETF

OneDigital Investment Advisors LLC holds 229,862 shares of AVLC (AVANTIS U.S. LARGE CAP EQUITY ETF), worth $20.7M as of 2026-Q2. The position was increased (+1.6% shares). AVLC represents 0.2% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$20.7M

Current Shares

229,862

Total Value Change

+$812,266

Total Shares Change

-49,785

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
229,862
+1.6%
$20.7M0.2%$89.96
34
2026-Q1
Increased
226,149
+0.2%
$17.5M0.2%$80.52
34
2025-Q4
Decreased
225,745
-4.5%
$17.7M0.2%$79.23
0
2025-Q3
Decreased
236,500
-15.4%
$18.1M0.2%$76.13
0
2025-Q2
New
279,647
-
$19.9M0.2%$70.32
47

Other major holders of AVLC: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, JPMORGAN CHASE & CO

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