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Barry Investment Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Barry Investment 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
Q3 		$16.4M Buy
150,240
+9,877
+7% +$1.07M 3.14% 12
2026
Q2 		$14.5M Buy
140,363
+4,862
+4% +$517K 3.03% 11
2026
Q1 		$13.5M Buy
+135,501
New +$13.8M 2.98% 10

Other funds holding AVDV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Barry Investment Advisors's AVDV Position: Q3 2026 in Review

Barry Investment Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 7% in Q3 2026, buying an estimated $1.07M and bringing the position to 150,240 shares worth $16.4M. The position accounts for 3.14% of the portfolio, ranked #12.

Barry Investment Advisors first reported a position in AVDV in Q1 2026 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Barry Investment Advisors held 150,240 shares of Avantis International Small Cap Value ETF worth $16.4M as of Q3 2026.
  • Barry Investment Advisors bought 9,877 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $1.07M.
  • Avantis International Small Cap Value ETF made up 3.14% of Barry Investment Advisors's portfolio in Q3 2026, its #12 holding.
  • Barry Investment Advisors first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.