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

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 22.96% 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

Atwood & Palmer's AVDV Position: Q2 2026 in Review

Atwood & Palmer increased its Avantis International Small Cap Value ETF (AVDV) stake by 2.3% in Q2 2026, buying an estimated $657K and bringing the position to 278,701 shares worth $28.7M. The position accounts for 1.53% of the portfolio, ranked #29.

Atwood & Palmer first reported a position in AVDV in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Atwood & Palmer held 278,701 shares of Avantis International Small Cap Value ETF worth $28.7M as of Q2 2026.
Atwood & Palmer bought 6,174 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $657K.
Avantis International Small Cap Value ETF made up 1.53% of Atwood & Palmer's portfolio in Q2 2026, its #29 holding.
Atwood & Palmer first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.