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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
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

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
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
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Clune & Associates's AVDV Position: Q2 2026 in Review

Clune & Associates increased its Avantis International Small Cap Value ETF (AVDV) stake by 47% in Q2 2026, buying an estimated $3.36M and bringing the position to 98,148 shares worth $10.1M. The position accounts for 1.53% of the portfolio, ranked #20.

Clune & Associates first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Clune & Associates held 98,148 shares of Avantis International Small Cap Value ETF worth $10.1M as of Q2 2026.
  • Clune & Associates bought 31,549 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $3.36M.
  • Avantis International Small Cap Value ETF made up 1.53% of Clune & Associates's portfolio in Q2 2026, its #20 holding.
  • Clune & Associates first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.