HMV Wealth Advisors
AVDV icon

HMV Wealth Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

HMV Wealth Advisors’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 		$20.4M Buy
186,751
+14,538
+8% +$1.58M 7.75% 2
2026
Q2 		$17.7M Buy
172,213
+11,938
+7% +$1.27M 6.91% 3
2026
Q1 		$16M Buy
160,275
+7,265
+5% +$741K 7.52% 2
2025
Q4 		$14.4M Buy
153,010
+19,060
+14% +$1.73M 7.19% 2
2025
Q3 		$11.9M Buy
133,950
+28,840
+27% +$2.42M 6.56% 4
2025
Q2 		$8.33M Buy
105,110
+32,650
+45% +$2.41M 5.46% 4
2025
Q1 		$5.05M Buy
72,460
+51,440
+245% +$3.49M 4.01% 7
2024
Q4 		$1.37M Buy
+21,020
New +$1.42M 1.37% 22

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Haverford Trust Company
Haverford Trust Company Radnor, Pennsylvania $11.8B AUM 14.09% 1-Year Est. Return

HMV Wealth Advisors's AVDV Position: Q3 2026 in Review

HMV Wealth Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 8.4% in Q3 2026, buying an estimated $1.58M and bringing the position to 186,751 shares worth $20.4M. The position accounts for 7.75% of the portfolio, ranked #2.

HMV Wealth Advisors first reported a position in AVDV in Q4 2024 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • HMV Wealth Advisors held 186,751 shares of Avantis International Small Cap Value ETF worth $20.4M as of Q3 2026.
  • HMV Wealth Advisors bought 14,538 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $1.58M.
  • Avantis International Small Cap Value ETF made up 7.75% of HMV Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • HMV Wealth Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 690 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.