Avant Financial Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Avant Financial Advisors’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	$6.2M	Buy	60,142 +1,403	+2%	+$149K	3.86%	6
2026 Q1	$5.87M	Buy	58,739 +1,541	+3%	+$157K	4.12%	6
2025 Q4	$5.37M	Sell	57,198 -1,952	-3%	-$177K	3.86%	6
2025 Q3	$5.27M	Buy	59,150 +1,178	+2%	+$99K	3.97%	6
2025 Q2	$4.6M	Buy	57,972 +2,613	+5%	+$193K	3.79%	7
2025 Q1	$3.86M	Buy	55,359 +3,623	+7%	+$246K	3.5%	8
2024 Q4	$3.37M	Buy	+51,736	New	+$3.49M	3.09%	10

Other funds holding AVDV

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

BWM

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

Avant Financial Advisors's AVDV Position: Q2 2026 in Review

Avant Financial Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 2.4% in Q2 2026, buying an estimated $149K and bringing the position to 60,142 shares worth $6.2M. The position accounts for 3.86% of the portfolio, ranked #6.

Avant Financial Advisors first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Avant Financial Advisors held 60,142 shares of Avantis International Small Cap Value ETF worth $6.2M as of Q2 2026.
Avant Financial Advisors bought 1,403 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $149K.
Avantis International Small Cap Value ETF made up 3.86% of Avant Financial Advisors's portfolio in Q2 2026, its #6 holding.
Avant Financial Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
263 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.