Holcombe Financial’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Holcombe Financial’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	$2.58M	Buy	23,570 +590	+3%	+$64K	1.43%	15
2026 Q2	$2.37M	Buy	22,980 +659	+3%	+$70.1K	1.34%	15
2026 Q1	$2.23M	Buy	22,321 +2,957	+15%	+$302K	1.31%	15
2025 Q4	$1.82M	Sell	19,364 -2,993	-13%	-$272K	1.14%	15
2025 Q3	$1.99M	Buy	22,357 +980	+5%	+$82.4K	1.39%	14
2025 Q2	$1.69M	Sell	21,377 -3,107	-13%	-$230K	1.28%	14
2025 Q1	$1.71M	Buy	24,484 +621	+3%	+$42.2K	1.42%	14
2024 Q4	$1.55M	Buy	+23,863	New	+$1.61M	1.28%	13

Other funds holding AVDV

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

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

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

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return

Holcombe Financial's AVDV Position: Q3 2026 in Review

Holcombe Financial increased its Avantis International Small Cap Value ETF (AVDV) stake by 2.6% in Q3 2026, buying an estimated $64K and bringing the position to 23,570 shares worth $2.58M. The position accounts for 1.43% of the portfolio, ranked #15.

Holcombe Financial first reported a position in AVDV in Q4 2024 and has held it in 8 quarters since. 452 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

Holcombe Financial held 23,570 shares of Avantis International Small Cap Value ETF worth $2.58M as of Q3 2026.
Holcombe Financial bought 590 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $64K.
Avantis International Small Cap Value ETF made up 1.43% of Holcombe Financial's portfolio in Q3 2026, its #15 holding.
Holcombe Financial first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
452 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.