AWM
AVDV icon

Accredited Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Accredited Wealth Management’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$573K Buy
135,375
+134,767
+22,166% +$11.3M 0.43% 41
2025
Q2 		$48.2K Buy
+608
New +$45K 0.04% 137
2025
Q1 		– Sell
-604
Closed -$39.3K – 375
2024
Q4 		$39.3K Buy
+604
New +$40.7K 0.03% 153

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Accredited Wealth Management's AVDV Position: Q3 2025 in Review

Accredited Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 22,166% in Q3 2025, buying an estimated $11.3M and bringing the position to 135,375 shares worth $573K. The position accounts for 0.43% of the portfolio, ranked #41.

Accredited Wealth Management first reported a position in AVDV in Q4 2024 and has held it in 3 quarters since. 499 funds tracked by Wall St. Rank hold AVDV as of Q3 2025.

  • Accredited Wealth Management held 135,375 shares of Avantis International Small Cap Value ETF worth $573K as of Q3 2025.
  • Accredited Wealth Management bought 134,767 Avantis International Small Cap Value ETF shares in Q3 2025, an estimated $11.3M.
  • Avantis International Small Cap Value ETF made up 0.43% of Accredited Wealth Management's portfolio in Q3 2025, its #41 holding.
  • Accredited Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 499 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.