Clune & Associates’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Clune & Associates’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	$10.9M	Buy	99,938 +1,790	+2%	+$194K	1.67%	18
2026 Q2	$10.1M	Buy	98,148 +31,549	+47%	+$3.36M	1.53%	20
2026 Q1	$6.65M	Buy	66,599 +39,075	+142%	+$3.99M	1.25%	22
2025 Q4	$2.59M	Buy	27,524 +7,589	+38%	+$688K	0.56%	52
2025 Q3	$1.77M	Buy	19,935 +2,033	+11%	+$171K	0.44%	58
2025 Q2	$1.42M	Sell	17,902 -105	-0.6%	-$7.77K	0.39%	65
2025 Q1	$1.26M	Buy	18,007 +858	+5%	+$58.3K	0.39%	66
2024 Q4	$1.12M	Buy	+17,149	New	+$1.16M	0.37%	68

Other funds holding AVDV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Clune & Associates's AVDV Position: Q3 2026 in Review

Clune & Associates increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.8% in Q3 2026, buying an estimated $194K and bringing the position to 99,938 shares worth $10.9M. The position accounts for 1.67% of the portfolio, ranked #18.

Clune & Associates first reported a position in AVDV in Q4 2024 and has held it in 8 quarters since. 214 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

Clune & Associates held 99,938 shares of Avantis International Small Cap Value ETF worth $10.9M as of Q3 2026.
Clune & Associates bought 1,790 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $194K.
Avantis International Small Cap Value ETF made up 1.67% of Clune & Associates's portfolio in Q3 2026, its #18 holding.
Clune & Associates first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
214 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.