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Bull Oak Capital’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Bull Oak Capital’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 		$7.93M Buy
76,925
+483
+0.6% +$51.4K 2.64% 8
2026
Q1 		$7.63M Buy
76,442
+2,511
+3% +$256K 2.93% 10
2025
Q4 		$6.95M Buy
73,931
+285
+0.4% +$25.9K 2.84% 10
2025
Q3 		$6.56M Sell
73,646
-3,171
-4% -$267K 2.78% 10
2025
Q2 		$6.09M Sell
76,817
-17,565
-19% -$1.3M 2.77% 9
2025
Q1 		$6.58M Buy
94,382
+31,409
+50% +$2.13M 3.59% 8
2024
Q4 		$4.1M Buy
62,973
+5,477
+10% +$369K 2.28% 12
2024
Q3 		$4.06M Buy
+57,496
New +$3.87M 2.33% 10
2024
Q2 		– Sell
-46,641
Closed -$3.07M – 48
2024
Q1 		$3.07M Buy
46,641
+46,314
+14,163% +$2.89M 2.06% 12
2023
Q4 		$20.5K Buy
+327
New +$19K 0.01% 31

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
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

Bull Oak Capital's AVDV Position: Q2 2026 in Review

Bull Oak Capital increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.63% in Q2 2026, buying an estimated $51.4K and bringing the position to 76,925 shares worth $7.93M. The position accounts for 2.64% of the portfolio, ranked #8.

Bull Oak Capital first reported a position in AVDV in Q4 2023 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Bull Oak Capital held 76,925 shares of Avantis International Small Cap Value ETF worth $7.93M as of Q2 2026.
  • Bull Oak Capital bought 483 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $51.4K.
  • Avantis International Small Cap Value ETF made up 2.64% of Bull Oak Capital's portfolio in Q2 2026, its #8 holding.
  • Bull Oak Capital first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 713 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.