Cherry Tree Wealth Management
AVDV icon

Cherry Tree Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cherry Tree 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
Q3 		$1.65M Buy
15,110
+11,149
+281% +$1.21M 0.31% 68
2026
Q2 		$408K Hold
3,961
– – 0.08% 114
2026
Q1 		$396K Buy
3,961
+152
+4% +$15.5K 0.08% 106
2025
Q4 		$358K Hold
3,809
– – 0.08% 119
2025
Q3 		$339K Sell
3,809
-48
-1% -$4.04K 0.07% 120
2025
Q2 		$306K Buy
3,857
+27
+0.7% +$2K 0.07% 127
2025
Q1 		$267K Hold
3,830
– – 0.06% 139
2024
Q4 		$249K Buy
3,830
+535
+16% +$36K 0.06% 146
2024
Q3 		$233K Hold
3,295
– – 0.06% 153
2024
Q2 		$214K Buy
3,295
+668
+25% +$44.1K 0.05% 154
2024
Q1 		$173K Buy
2,627
+411
+19% +$25.6K 0.04% 168
2023
Q4 		$138K Buy
2,216
+281
+15% +$16.4K 0.04% 171
2023
Q3 		$112K Buy
1,935
+841
+77% +$49.6K 0.03% 175
2023
Q2 		$63K Buy
+1,094
New +$64.1K 0.02% 215

Other funds holding AVDV

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Emprise Bank
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
Define Financial
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Cherry Tree Wealth Management's AVDV Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 281% in Q3 2026, buying an estimated $1.21M and bringing the position to 15,110 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #68.

Cherry Tree Wealth Management first reported a position in AVDV in Q2 2023 and has held it in 14 quarters since. 258 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Cherry Tree Wealth Management held 15,110 shares of Avantis International Small Cap Value ETF worth $1.65M as of Q3 2026.
  • Cherry Tree Wealth Management bought 11,149 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $1.21M.
  • Avantis International Small Cap Value ETF made up 0.31% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
  • 258 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.