AAS
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Ameritas Advisory Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Ameritas Advisory Services’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 		$764K Buy
+7,417
New +$789K 0.02% 648
2025
Q4 		– Sell
-302
Closed -$26.9K – 1003
2025
Q3 		$26.9K Hold
302
– – ﹤0.01% 1329
2025
Q2 		$23.9K Buy
+302
New +$22.3K ﹤0.01% 1665
2023
Q2 		– Sell
-285
Closed -$16.7K – 681
2023
Q1 		$16.7K Buy
+285
New +$16.6K ﹤0.01% 1721

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
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
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

Ameritas Advisory Services's AVDV Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 7,417 shares worth $764K. The stake represents 0.02% of the portfolio and ranks #648 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in AVDV as recently as Q3 2025.

Ameritas Advisory Services first reported a position in AVDV in Q1 2023 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Ameritas Advisory Services held 7,417 shares of Avantis International Small Cap Value ETF worth $764K as of Q2 2026.
  • Avantis International Small Cap Value ETF was a new Ameritas Advisory Services position in Q2 2026.
  • Avantis International Small Cap Value ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #648 holding.
  • Ameritas Advisory Services first reported a position in Avantis International Small Cap Value ETF in Q1 2023 and has held it in 4 quarters since.
  • 713 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.