Golden Bell Financial Planning’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Golden Bell Financial Planning’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	$5.97M	Sell	59,797 -1,917	-3%	-$196K	4.76%	8
2025 Q4	$5.8M	Sell	61,714 -2,172	-3%	-$197K	4.83%	9
2025 Q3	$5.69M	Sell	63,886 -4,421	-6%	-$372K	4.94%	9
2025 Q2	$5.42M	Sell	68,307 -3,937	-5%	-$291K	5.1%	9
2025 Q1	$5.04M	Sell	72,244 -1,032	-1%	-$70.1K	4.89%	9
2024 Q4	$4.77M	Buy	+73,276	New	+$4.94M	4.79%	10

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Golden Bell Financial Planning's AVDV Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Avantis International Small Cap Value ETF (AVDV) stake by 3.1% in Q1 2026, selling an estimated $196K and leaving 59,797 shares worth $5.97M. The position accounts for 4.76% of the portfolio, ranked #8.

Golden Bell Financial Planning first reported a position in AVDV in Q4 2024 and has held it in 6 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Golden Bell Financial Planning held 59,797 shares of Avantis International Small Cap Value ETF worth $5.97M as of Q1 2026.
Golden Bell Financial Planning sold 1,917 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $196K.
Avantis International Small Cap Value ETF made up 4.76% of Golden Bell Financial Planning's portfolio in Q1 2026, its #8 holding.
Golden Bell Financial Planning first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.