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Baker Tilly Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Baker Tilly Wealth Management’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
Q3 		$3.47M Sell
31,715
-880
-3% -$95.4K 0.68% 32
2026
Q2 		$3.36M Buy
32,595
+2,122
+7% +$226K 0.71% 31
2026
Q1 		$3.04M Sell
30,473
-102
-0.3% -$10.4K 0.74% 30
2025
Q4 		$2.87M Sell
30,575
-29,257
-49% -$2.65M 0.71% 35
2025
Q3 		$5.33M Buy
+59,832
New +$5.03M 1.2% 23

Other funds holding AVDV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Baker Tilly Wealth Management's AVDV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 2.7% in Q3 2026, selling an estimated $95.4K and leaving 31,715 shares worth $3.47M. The position accounts for 0.68% of the portfolio, ranked #32.

Baker Tilly Wealth Management first reported a position in AVDV in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.33M in Q3 2025. 40 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Baker Tilly Wealth Management held 31,715 shares of Avantis International Small Cap Value ETF worth $3.47M as of Q3 2026.
  • Baker Tilly Wealth Management sold 880 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $95.4K.
  • Avantis International Small Cap Value ETF made up 0.68% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Baker Tilly Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's Avantis International Small Cap Value ETF position peaked at $5.33M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.