Ballast Inc’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Ballast Inc’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	$317K	Buy	+2,900	New	+$314K	0.06%	129

Other funds holding AVDV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Ballast Inc's AVDV Position: Q3 2026 in Review

Ballast Inc opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q3 2026: 2,900 shares worth $317K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings.

499 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

Ballast Inc held 2,900 shares of Avantis International Small Cap Value ETF worth $317K as of Q3 2026.
Avantis International Small Cap Value ETF was a new Ballast Inc position in Q3 2026.
Avantis International Small Cap Value ETF made up 0.06% of Ballast Inc's portfolio in Q3 2026, its #129 holding.
499 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Ballast Inc's 13F filing for Q3 2026, filed 20 Oct 2026.