AI
AVDV icon

Atria Investments’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Atria Investments’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
Q1 		$304K Sell
3,042
-14,568
-83% -$1.49M ﹤0.01% 1748
2025
Q4 		$1.65M Sell
17,610
-4,118
-19% -$374K 0.02% 814
2025
Q3 		$1.93M Buy
+21,728
New +$1.83M 0.02% 735

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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 $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Atria Investments's AVDV Position: Q1 2026 in Review

Atria Investments reduced its Avantis International Small Cap Value ETF (AVDV) stake by 83% in Q1 2026, selling an estimated $1.49M and leaving 3,042 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Atria Investments first reported a position in AVDV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q3 2025. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Atria Investments held 3,042 shares of Avantis International Small Cap Value ETF worth $304K as of Q1 2026.
  • Atria Investments sold 14,568 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $1.49M.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1748 holding.
  • Atria Investments first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Atria Investments's Avantis International Small Cap Value ETF position peaked at $1.93M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.