Action Point Financial Planning’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Action Point Financial Planning’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
2026 Q2	$2.62M	Buy	25,477 +22,385	+724%	+$2.38M	0.27%	78
2026 Q1	$309K	Buy	+3,092	New	+$315K	0.28%	47

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Action Point Financial Planning's AVDV Position: Q2 2026 in Review

Action Point Financial Planning increased its Avantis International Small Cap Value ETF (AVDV) stake by 724% in Q2 2026, buying an estimated $2.38M and bringing the position to 25,477 shares worth $2.62M. The position accounts for 0.27% of the portfolio, ranked #78.

Action Point Financial Planning first reported a position in AVDV in Q1 2026 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Action Point Financial Planning held 25,477 shares of Avantis International Small Cap Value ETF worth $2.62M as of Q2 2026.
Action Point Financial Planning bought 22,385 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $2.38M.
Avantis International Small Cap Value ETF made up 0.27% of Action Point Financial Planning's portfolio in Q2 2026, its #78 holding.
Action Point Financial Planning first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
706 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.