Bright Futures Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Bright Futures 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 Q2	$2.61M	Sell	25,311 -7,248	-22%	-$771K	1.68%	8
2026 Q1	$3.25M	Sell	32,559 -5,851	-15%	-$597K	2.23%	6
2025 Q4	$3.61M	Sell	38,410 -1,391	-3%	-$126K	2.67%	1
2025 Q3	$3.54M	Buy	+39,801	New	+$3.35M	2.77%	3
2025 Q1	$2.89M	Sell	41,243 -7,534	-15%	-$512K	3.17%	3
2024 Q4	$3.23M	Sell	48,777 -1,031	-2%	-$69.5K	2.87%	4
2024 Q3	$3.34M	Sell	49,808 -236	-0.5%	-$15.9K	1.61%	8
2024 Q2	$3.23M	Buy	50,044 +2,606	+5%	+$172K	1.75%	9
2024 Q1	$3.08M	Buy	+47,438	New	+$2.96M	1.67%	8

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Bright Futures Wealth Management's AVDV Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 22% in Q2 2026, selling an estimated $771K and leaving 25,311 shares worth $2.61M. The position accounts for 1.68% of the portfolio, ranked #8.

Bright Futures Wealth Management first reported a position in AVDV in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.61M in Q4 2025. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Bright Futures Wealth Management held 25,311 shares of Avantis International Small Cap Value ETF worth $2.61M as of Q2 2026.
Bright Futures Wealth Management sold 7,248 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $771K.
Avantis International Small Cap Value ETF made up 1.68% of Bright Futures Wealth Management's portfolio in Q2 2026, its #8 holding.
Bright Futures Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Avantis International Small Cap Value ETF position peaked at $3.61M in Q4 2025.
710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.