FPI
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Financial Plan Inc’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Financial Plan 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 		$1.86M Buy
18,655
+600
+3% +$61.2K 0.2% 36
2025
Q4 		$1.7M Buy
+18,055
New +$1.64M 0.19% 37

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

Financial Plan Inc's AVDV Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis International Small Cap Value ETF (AVDV) stake by 3.3% in Q1 2026, buying an estimated $61.2K and bringing the position to 18,655 shares worth $1.86M. The position accounts for 0.2% of the portfolio, ranked #36.

Financial Plan Inc first reported a position in AVDV in Q4 2025 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Financial Plan Inc held 18,655 shares of Avantis International Small Cap Value ETF worth $1.86M as of Q1 2026.
  • Financial Plan Inc bought 600 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $61.2K.
  • Avantis International Small Cap Value ETF made up 0.2% of Financial Plan Inc's portfolio in Q1 2026, its #36 holding.
  • Financial Plan Inc first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.