CX Institutional’s Avantis International Small Cap Value ETF AVDV Stock Holding History

CX Institutional’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	$92K	Buy	845 +34	+4%	+$3.69K	﹤0.01%	888
2026 Q2	$84K	Buy	+811	New	+$86.3K	﹤0.01%	895
2026 Q1	–	Sell	-24	Closed	-$2K	–	1550
2025 Q4	$2K	Buy	+24	New	+$2.18K	﹤0.01%	1347

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

CX Institutional's AVDV Position: Q3 2026 in Review

CX Institutional increased its Avantis International Small Cap Value ETF (AVDV) stake by 4.2% in Q3 2026, buying an estimated $3.69K and bringing the position to 845 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

CX Institutional first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

CX Institutional held 845 shares of Avantis International Small Cap Value ETF worth $92K as of Q3 2026.
CX Institutional bought 34 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $3.69K.
Avantis International Small Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #888 holding.
CX Institutional first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
258 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.