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Allodium Investment Consultants’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Allodium Investment Consultants’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 		$394K Buy
3,824
+1
+0% +$106 0.17% 43
2026
Q1 		$382K Buy
3,823
+825
+28% +$84.2K 0.18% 41
2025
Q4 		$282K Buy
2,998
+59
+2% +$5.35K 0.14% 46
2025
Q3 		$262K Sell
2,939
-179
-6% -$15K 0.15% 44
2025
Q2 		$247K Buy
3,118
+2
+0.1% +$148 0.16% 45
2025
Q1 		$217K Sell
3,116
-487
-14% -$33.1K 0.16% 43
2024
Q4 		$235K Buy
+3,603
New +$243K 0.2% 43

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

Allodium Investment Consultants's AVDV Position: Q2 2026 in Review

Allodium Investment Consultants increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.03% in Q2 2026, buying an estimated $106 and bringing the position to 3,824 shares worth $394K. The position accounts for 0.17% of the portfolio, ranked #43.

Allodium Investment Consultants first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 538 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Allodium Investment Consultants held 3,824 shares of Avantis International Small Cap Value ETF worth $394K as of Q2 2026.
  • Allodium Investment Consultants bought 1 Avantis International Small Cap Value ETF share in Q2 2026, an estimated $106.
  • Avantis International Small Cap Value ETF made up 0.17% of Allodium Investment Consultants's portfolio in Q2 2026, its #43 holding.
  • Allodium Investment Consultants first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 538 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.