Atwood & Palmer’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Atwood & Palmer’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	$28.7M	Buy	278,701 +6,174	+2%	+$657K	1.53%	29
2026 Q1	$27.2M	Buy	272,527 +7,492	+3%	+$764K	1.54%	30
2025 Q4	$24.9M	Buy	265,035 +9,802	+4%	+$889K	1.42%	31
2025 Q3	$22.7M	Buy	255,233 +2,625	+1%	+$221K	1.33%	34
2025 Q2	$20M	Buy	252,608 +8,556	+4%	+$633K	1.25%	35
2025 Q1	$17M	Buy	244,052 +1,299	+0.5%	+$88.2K	1.18%	37
2024 Q4	$15.8M	Buy	242,753 +24,633	+11%	+$1.66M	1.08%	42
2024 Q3	$15.4M	Buy	218,120 +16,695	+8%	+$1.12M	1.05%	43
2024 Q2	$13.1M	Buy	201,425 +2,435	+1%	+$161K	0.99%	44
2024 Q1	$13.1M	Buy	198,990 +25,290	+15%	+$1.58M	0.99%	45
2023 Q4	$10.9M	Buy	173,700 +5,170	+3%	+$301K	0.88%	48
2023 Q3	$9.75M	Buy	168,530 +5,505	+3%	+$325K	0.85%	47
2023 Q2	$9.38M	Buy	163,025 +25,590	+19%	+$1.5M	0.84%	47
2023 Q1	$8.04M	Buy	137,435 +6,700	+5%	+$391K	0.76%	48
2022 Q4	$7.24M	Buy	+130,735	New	+$6.91M	0.65%	54

Other funds holding AVDV

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return