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

Family 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 		$13.9M Buy
134,910
+6,960
+5% +$741K 4.27% 5
2026
Q1 		$12.8M Buy
127,950
+9,708
+8% +$991K 4.36% 4
2025
Q4 		$11.1M Sell
118,242
-4,311
-4% -$391K 4% 4
2025
Q3 		$10.9M Sell
122,553
-2,932
-2% -$246K 4.09% 4
2025
Q2 		$9.95M Buy
125,485
+3,154
+3% +$233K 3.98% 4
2025
Q1 		$8.53M Buy
122,331
+7,972
+7% +$541K 3.89% 5
2024
Q4 		$7.44M Buy
114,359
+23,089
+25% +$1.56M 3.54% 8
2024
Q3 		$6.45M Buy
91,270
+2,567
+3% +$173K 3.3% 9
2024
Q2 		$5.76M Buy
88,703
+10,445
+13% +$690K 2.99% 10
2024
Q1 		$5.15M Buy
78,258
+30,859
+65% +$1.92M 2.92% 10
2023
Q4 		$2.96M Buy
+47,399
New +$2.76M 2.29% 15

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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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

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

Family Wealth Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 5.4% in Q2 2026, buying an estimated $741K and bringing the position to 134,910 shares worth $13.9M. The position accounts for 4.27% of the portfolio, ranked #5.

Family Wealth Partners first reported a position in AVDV in Q4 2023 and has held it in 11 quarters since. 375 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Family Wealth Partners held 134,910 shares of Avantis International Small Cap Value ETF worth $13.9M as of Q2 2026.
  • Family Wealth Partners bought 6,960 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $741K.
  • Avantis International Small Cap Value ETF made up 4.27% of Family Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Family Wealth Partners first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 375 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.