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Caliber Wealth Management (Kansas)’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$7.04M Buy
68,281
+2,039
+3% +$217K 0.68% 26
2026
Q1 		$6.61M Sell
66,242
-3,120
-4% -$318K 0.72% 24
2025
Q4 		$6.52M Buy
69,362
+4,054
+6% +$368K 0.7% 27
2025
Q3 		$5.81M Buy
65,308
+6,342
+11% +$533K 0.65% 32
2025
Q2 		$4.67M Buy
58,966
+7,089
+14% +$524K 0.5% 39
2025
Q1 		$3.62M Buy
+51,877
New +$3.52M 0.49% 45

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Caliber Wealth Management (Kansas)'s AVDV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Avantis International Small Cap Value ETF (AVDV) stake by 3.1% in Q2 2026, buying an estimated $217K and bringing the position to 68,281 shares worth $7.04M. The position accounts for 0.68% of the portfolio, ranked #26.

Caliber Wealth Management (Kansas) first reported a position in AVDV in Q1 2025 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 68,281 shares of Avantis International Small Cap Value ETF worth $7.04M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 2,039 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $217K.
  • Avantis International Small Cap Value ETF made up 0.68% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #26 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Avantis International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 333 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.