Cornerstone Planning Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cornerstone Planning 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
2026 Q3	–	Sell	-1,497	Closed	-$157K	–	294
2026 Q2	$157K	Sell	1,497 -12	-0.8%	-$1.28K	0.02%	195
2026 Q1	$160K	Buy	1,509 +818	+118%	+$83.5K	0.02%	188
2025 Q4	$71.4K	Sell	691 -242	-26%	-$22K	0.01%	272
2025 Q3	$83.8K	Buy	933 +379	+68%	+$31.9K	0.01%	237
2025 Q2	$45.2K	Sell	554 -413	-43%	-$30.5K	0.01%	254
2025 Q1	$68.4K	Buy	+967	New	+$65.7K	0.02%	188

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

Cornerstone Planning Group's AVDV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Avantis International Small Cap Value ETF (AVDV) in Q3 2026, closing a stake of 1,497 shares — an estimated $157K sold.

Cornerstone Planning Group first reported a position in AVDV in Q1 2025 and held it in 6 quarters. The position peaked at $160K in Q1 2026. 250 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

Cornerstone Planning Group reported no remaining Avantis International Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,497 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $157K.
Cornerstone Planning Group first reported a position in Avantis International Small Cap Value ETF in Q1 2025 and held it in 6 quarters.
Cornerstone Planning Group's Avantis International Small Cap Value ETF position peaked at $160K in Q1 2026.
250 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.