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CCM Investment Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

CCM Investment Group’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
2025
Q1 		$50.4M Buy
715,192
+9,823
+1% +$667K 5.33% 6
2024
Q4 		$45.7M Buy
+705,369
New +$47.5M 4.98% 6

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CCM Investment Group's AVDV Position: Q1 2025 in Review

CCM Investment Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.4% in Q1 2025, buying an estimated $667K and bringing the position to 715,192 shares worth $50.4M. The position accounts for 5.33% of the portfolio, ranked #6.

CCM Investment Group first reported a position in AVDV in Q4 2024 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold AVDV as of Q1 2025.

  • CCM Investment Group held 715,192 shares of Avantis International Small Cap Value ETF worth $50.4M as of Q1 2025.
  • CCM Investment Group bought 9,823 Avantis International Small Cap Value ETF shares in Q1 2025, an estimated $667K.
  • Avantis International Small Cap Value ETF made up 5.33% of CCM Investment Group's portfolio in Q1 2025, its #6 holding.
  • CCM Investment Group first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.