Convergence Financial’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Convergence Financial’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	$273K	Buy	+2,493	New	+$270K	0.04%	230

Other funds holding AVDV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Convergence Financial's AVDV Position: Q3 2026 in Review

Convergence Financial opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q3 2026: 2,493 shares worth $273K. The stake represents 0.04% of the portfolio and ranks #230 among its holdings.

564 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

Convergence Financial held 2,493 shares of Avantis International Small Cap Value ETF worth $273K as of Q3 2026.
Avantis International Small Cap Value ETF was a new Convergence Financial position in Q3 2026.
Avantis International Small Cap Value ETF made up 0.04% of Convergence Financial's portfolio in Q3 2026, its #230 holding.
564 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.