Gleason Group
AVDV icon

Gleason Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Gleason Group’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 		$11.4K Buy
104
+1
+1% +$108 ﹤0.01% 204
2026
Q2 		$10.7K Buy
+103
New +$11K ﹤0.01% 219
2024
Q3 		– Sell
-195
Closed -$12.7K – 194
2024
Q2 		$12.7K Buy
+195
New +$12.9K ﹤0.01% 182

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Gleason Group's AVDV Position: Q3 2026 in Review

Gleason Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.97% in Q3 2026, buying an estimated $108 and bringing the position to 104 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Gleason Group first reported a position in AVDV in Q2 2024 and has held it in 3 quarters since. The position peaked at $12.7K in Q2 2024. 499 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Gleason Group held 104 shares of Avantis International Small Cap Value ETF worth $11.4K as of Q3 2026.
  • Gleason Group bought 1 Avantis International Small Cap Value ETF share in Q3 2026, an estimated $108.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #204 holding.
  • Gleason Group first reported a position in Avantis International Small Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • Gleason Group's Avantis International Small Cap Value ETF position peaked at $12.7K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.