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Green Ridge Wealth Planning’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Green Ridge Wealth 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
Q3 		$3.96M Buy
36,195
+3,504
+11% +$380K 1.59% 19
2026
Q2 		$3.37M Buy
32,691
+11,765
+56% +$1.25M 1.42% 20
2026
Q1 		$2.09M Buy
+20,926
New +$2.14M 1.1% 24

Other funds holding AVDV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Green Ridge Wealth Planning's AVDV Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Avantis International Small Cap Value ETF (AVDV) stake by 11% in Q3 2026, buying an estimated $380K and bringing the position to 36,195 shares worth $3.96M. The position accounts for 1.59% of the portfolio, ranked #19.

Green Ridge Wealth Planning first reported a position in AVDV in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Green Ridge Wealth Planning held 36,195 shares of Avantis International Small Cap Value ETF worth $3.96M as of Q3 2026.
  • Green Ridge Wealth Planning bought 3,504 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $380K.
  • Avantis International Small Cap Value ETF made up 1.59% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #19 holding.
  • Green Ridge Wealth Planning first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.