DWP
AVDV icon

Destiny Wealth Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Destiny Wealth Partners’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 		– Sell
-907
Closed -$90.6K – 247
2026
Q1 		$90.6K Buy
+907
New +$92.5K 0.01% 359
2025
Q4 		– Sell
-51,355
Closed -$4.57M – 215
2025
Q3 		$4.57M Buy
51,355
+714
+1% +$60K 0.56% 53
2025
Q2 		$4.01M Sell
50,641
-689
-1% -$51K 0.54% 54
2025
Q1 		$3.58M Buy
51,330
+1,305
+3% +$88.6K 0.57% 54
2024
Q4 		$3.26M Buy
50,025
+857
+2% +$57.7K 0.53% 57
2024
Q3 		$3.47M Buy
49,168
+19
+0% +$1.28K 0.61% 51
2024
Q2 		$3.19M Buy
49,149
+1,795
+4% +$119K 0.57% 54
2024
Q1 		$3.12M Sell
47,354
-7,103
-13% -$443K 0.56% 55
2023
Q4 		$3.36M Buy
54,457
+4,699
+9% +$274K 0.63% 51
2023
Q3 		$2.88M Buy
49,758
+4,339
+10% +$256K 0.58% 51
2023
Q2 		$2.73M Buy
45,419
+2,482
+6% +$145K 0.52% 56
2023
Q1 		$2.51M Buy
42,937
+4,347
+11% +$253K 0.52% 52
2022
Q4 		$2.14M Buy
+38,590
New +$2.04M 0.46% 52

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Destiny Wealth Partners's AVDV Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Avantis International Small Cap Value ETF (AVDV) in Q2 2026, closing a stake of 907 shares — an estimated $90.6K sold.

Destiny Wealth Partners first reported a position in AVDV in Q4 2022 and held it in 13 quarters. The position peaked at $4.57M in Q3 2025. 707 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Avantis International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 907 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $90.6K.
  • Destiny Wealth Partners first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and held it in 13 quarters.
  • Destiny Wealth Partners's Avantis International Small Cap Value ETF position peaked at $4.57M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.