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 Q2	–	Sell	-3,042	Closed	-$304K	–	2121
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 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 22.9% 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

Atria Investments's AVDV Position: Q2 2026 in Review

Atria Investments sold out of Avantis International Small Cap Value ETF (AVDV) in Q2 2026, closing a stake of 3,042 shares — an estimated $304K sold.

Atria Investments first reported a position in AVDV in Q3 2025 and held it in 3 quarters. The position peaked at $1.93M in Q3 2025. 715 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Atria Investments reported no remaining Avantis International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 3,042 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $304K.
Atria Investments first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and held it in 3 quarters.
Atria Investments's Avantis International Small Cap Value ETF position peaked at $1.93M in Q3 2025.
715 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.