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Dogwood Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Dogwood Wealth Management’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 		$1.82M Sell
17,650
-544
-3% -$57.9K 0.72% 30
2026
Q1 		$1.82M Sell
18,194
-652
-3% -$66.5K 0.79% 29
2025
Q4 		$1.77M Sell
18,846
-1,478
-7% -$134K 0.78% 30
2025
Q3 		$1.81M Sell
20,324
-1,131
-5% -$95.1K 0.82% 31
2025
Q2 		$1.72M Sell
21,455
-2,347
-10% -$174K 0.84% 31
2025
Q1 		$1.66M Sell
23,802
-907
-4% -$61.6K 0.87% 30
2024
Q4 		$1.61M Sell
24,709
-631
-2% -$42.5K 0.85% 32
2024
Q3 		$1.79M Sell
25,340
-14,493
-36% -$975K 1.03% 25
2024
Q2 		$2.59M Buy
39,833
+15,448
+63% +$1.02M 1.59% 22
2024
Q1 		$1.61M Buy
24,385
+2,205
+10% +$137K 1.09% 24
2023
Q4 		$1.39M Buy
+22,180
New +$1.29M 1.08% 23

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Dogwood Wealth Management's AVDV Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 3% in Q2 2026, selling an estimated $57.9K and leaving 17,650 shares worth $1.82M. The position accounts for 0.72% of the portfolio, ranked #30.

Dogwood Wealth Management first reported a position in AVDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q2 2024. 289 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Dogwood Wealth Management held 17,650 shares of Avantis International Small Cap Value ETF worth $1.82M as of Q2 2026.
  • Dogwood Wealth Management sold 544 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $57.9K.
  • Avantis International Small Cap Value ETF made up 0.72% of Dogwood Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Dogwood Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Avantis International Small Cap Value ETF position peaked at $2.59M in Q2 2024.
  • 289 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.