BIP Wealth’s Avantis International Small Cap Value ETF AVDV Stock Holding History

BIP Wealth’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	$775K	Buy	+7,083	New	+$768K	0.02%	311

Other funds holding AVDV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

BIP Wealth's AVDV Position: Q3 2026 in Review

BIP Wealth opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q3 2026: 7,083 shares worth $775K. The stake represents 0.02% of the portfolio and ranks #311 among its holdings.

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

BIP Wealth held 7,083 shares of Avantis International Small Cap Value ETF worth $775K as of Q3 2026.
Avantis International Small Cap Value ETF was a new BIP Wealth position in Q3 2026.
Avantis International Small Cap Value ETF made up 0.02% of BIP Wealth's portfolio in Q3 2026, its #311 holding.
231 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.