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

DHK Financial Advisors’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
2025
Q2 		$347K Buy
4,376
+80
+2% +$5.92K 0.2% 76
2025
Q1 		$300K Hold
4,296
– – 0.16% 79
2024
Q4 		$280K Buy
4,296
+104
+2% +$7.01K 0.17% 76
2024
Q3 		$296K Hold
4,192
– – 0.18% 71
2024
Q2 		$272K Buy
+4,192
New +$277K 0.19% 70

Other funds holding AVDV

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

DHK Financial Advisors's AVDV Position: Q2 2025 in Review

DHK Financial Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.9% in Q2 2025, buying an estimated $5.92K and bringing the position to 4,376 shares worth $347K. The position accounts for 0.2% of the portfolio, ranked #76.

DHK Financial Advisors first reported a position in AVDV in Q2 2024 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold AVDV as of Q2 2025.

  • DHK Financial Advisors held 4,376 shares of Avantis International Small Cap Value ETF worth $347K as of Q2 2025.
  • DHK Financial Advisors bought 80 Avantis International Small Cap Value ETF shares in Q2 2025, an estimated $5.92K.
  • Avantis International Small Cap Value ETF made up 0.2% of DHK Financial Advisors's portfolio in Q2 2025, its #76 holding.
  • DHK Financial Advisors first reported a position in Avantis International Small Cap Value ETF in Q2 2024 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.