FFO
AVDV icon

Fortitude Family Office’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Fortitude Family Office’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 		$7.59M Buy
76,009
+6,628
+10% +$676K 1.7% 15
2025
Q4 		$6.52M Buy
69,381
+7,128
+11% +$647K 1.52% 16
2025
Q3 		$5.54M Buy
62,253
+6,891
+12% +$579K 1.49% 18
2025
Q2 		$4.39M Sell
55,362
-29,107
-34% -$2.15M 1.44% 17
2025
Q1 		$5.89M Buy
84,469
+19,725
+30% +$1.34M 2.1% 12
2024
Q4 		$4.21M Buy
64,744
+12,312
+23% +$829K 1.5% 14
2024
Q3 		$3.71M Buy
52,432
+1,900
+4% +$128K 1.47% 12
2024
Q2 		$3.28M Buy
+50,532
New +$3.34M 1.86% 11

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 $20.7B AUM 19.76% 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 $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Fortitude Family Office's AVDV Position: Q1 2026 in Review

Fortitude Family Office increased its Avantis International Small Cap Value ETF (AVDV) stake by 9.6% in Q1 2026, buying an estimated $676K and bringing the position to 76,009 shares worth $7.59M. The position accounts for 1.7% of the portfolio, ranked #15.

Fortitude Family Office first reported a position in AVDV in Q2 2024 and has held it in 8 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Fortitude Family Office held 76,009 shares of Avantis International Small Cap Value ETF worth $7.59M as of Q1 2026.
  • Fortitude Family Office bought 6,628 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $676K.
  • Avantis International Small Cap Value ETF made up 1.7% of Fortitude Family Office's portfolio in Q1 2026, its #15 holding.
  • Fortitude Family Office first reported a position in Avantis International Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.