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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Bright Futures Wealth Management's AVDV Position: Q1 2026 in Review

Bright Futures Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 15% in Q1 2026, selling an estimated $597K and leaving 32,559 shares worth $3.25M. The position accounts for 2.23% of the portfolio, ranked #6.

Bright Futures Wealth Management first reported a position in AVDV in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.61M in Q4 2025. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Bright Futures Wealth Management held 32,559 shares of Avantis International Small Cap Value ETF worth $3.25M as of Q1 2026.
Bright Futures Wealth Management sold 5,851 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $597K.
Avantis International Small Cap Value ETF made up 2.23% of Bright Futures Wealth Management's portfolio in Q1 2026, its #6 holding.
Bright Futures Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
Bright Futures Wealth Management's Avantis International Small Cap Value ETF position peaked at $3.61M in Q4 2025.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.