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Farmers & Merchants Investments Inc’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Farmers & Merchants Investments Inc’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
Q1 		– Sell
-16
Closed -$1.5K – 1763
2025
Q4 		$1.5K Buy
+16
New +$1.45K ﹤0.01% 1324
2024
Q2 		– Sell
-2
Closed -$132 – 1780
2024
Q1 		$132 Hold
2
– – ﹤0.01% 1732
2023
Q4 		$125 Buy
+2
New +$116 ﹤0.01% 1746

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $89.9B AUM 20.5% 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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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 $10.9B AUM 18.64% 1-Year Est. Return

Farmers & Merchants Investments Inc's AVDV Position: Q1 2026 in Review

Farmers & Merchants Investments Inc sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2026, closing a stake of 16 shares — an estimated $1.5K sold.

Farmers & Merchants Investments Inc first reported a position in AVDV in Q4 2023 and held it in 3 quarters. The position peaked at $1.5K in Q4 2025. 657 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Farmers & Merchants Investments Inc reported no remaining Avantis International Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 16 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $1.5K.
  • Farmers & Merchants Investments Inc first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's Avantis International Small Cap Value ETF position peaked at $1.5K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2026, filed 23 Apr 2026.