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

Cypress Financial Planning’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	$793K	Buy	+7,695	New	+$819K	0.19%	47

Other funds holding AVDV

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cypress Financial Planning's AVDV Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 7,695 shares worth $793K. The stake represents 0.19% of the portfolio and ranks #47 among its holdings.

149 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Cypress Financial Planning held 7,695 shares of Avantis International Small Cap Value ETF worth $793K as of Q2 2026.
Avantis International Small Cap Value ETF was a new Cypress Financial Planning position in Q2 2026.
Avantis International Small Cap Value ETF made up 0.19% of Cypress Financial Planning's portfolio in Q2 2026, its #47 holding.
149 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.