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White Sand Wealth Management LLC’s Avantis International Small Cap Value ETF AVDV Stock Holding History

White Sand Wealth Management LLC’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
Q3 		$7.04M Buy
+64,323
New +$6.97M 5.08% 8

Other funds holding AVDV

Creative Planning
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Haverford Trust Company
Haverford Trust Company Radnor, Pennsylvania $11.8B AUM 14.09% 1-Year Est. Return

White Sand Wealth Management LLC's AVDV Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q3 2026: 64,323 shares worth $7.04M. The stake represents 5.08% of the portfolio and ranks #8 among its holdings.

690 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • White Sand Wealth Management LLC held 64,323 shares of Avantis International Small Cap Value ETF worth $7.04M as of Q3 2026.
  • Avantis International Small Cap Value ETF was a new White Sand Wealth Management LLC position in Q3 2026.
  • Avantis International Small Cap Value ETF made up 5.08% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #8 holding.
  • 690 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.