BFC Planning, Inc.’s Avantis International Small Cap Value ETF AVDV Stock Holding History

BFC Planning, 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 Q2	$59.4K	Buy	576 +14	+2%	+$1.49K	﹤0.01%	1467
2026 Q1	$56.1K	Sell	562 -10	-2%	-$1.02K	﹤0.01%	1290
2025 Q4	$53.7K	Buy	572 +212	+59%	+$19.2K	﹤0.01%	1332
2025 Q3	$32K	Sell	360 -195	-35%	-$16.4K	﹤0.01%	1360
2025 Q2	$44K	Sell	555 -52	-9%	-$3.85K	﹤0.01%	1182
2025 Q1	$42.3K	Buy	+607	New	+$41.2K	﹤0.01%	1169

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

BFC Planning, Inc.'s AVDV Position: Q2 2026 in Review

BFC Planning, Inc. increased its Avantis International Small Cap Value ETF (AVDV) stake by 2.5% in Q2 2026, buying an estimated $1.49K and bringing the position to 576 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

BFC Planning, Inc. first reported a position in AVDV in Q1 2025 and has held it in 6 quarters since. 718 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

BFC Planning, Inc. held 576 shares of Avantis International Small Cap Value ETF worth $59.4K as of Q2 2026.
BFC Planning, Inc. bought 14 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $1.49K.
Avantis International Small Cap Value ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1467 holding.
BFC Planning, Inc. first reported a position in Avantis International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
718 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.