JDH Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

JDH Wealth Management’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 Q2	$318K	Hold	3,090	–	–	0.19%	45
2026 Q1	$309K	Sell	3,090 -61	-2%	-$6.22K	0.21%	43
2025 Q4	$296K	Sell	3,151 -583	-16%	-$52.9K	0.2%	42
2025 Q3	$332K	Sell	3,734 -485	-11%	-$40.8K	0.24%	40
2025 Q2	$334K	Sell	4,219 -696	-14%	-$51.5K	0.26%	38
2025 Q1	$343K	Buy	4,915 +15	+0.3%	+$1.02K	0.29%	34
2024 Q4	$319K	Buy	+4,900	New	+$330K	0.28%	33

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

JDH Wealth Management's AVDV Position: Q2 2026 in Review

JDH Wealth Management held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 3,090 shares worth $318K. The position accounts for 0.19% of the portfolio, ranked #45.

JDH Wealth Management first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q1 2025. 711 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

JDH Wealth Management held 3,090 shares of Avantis International Small Cap Value ETF worth $318K as of Q2 2026.
JDH Wealth Management left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
Avantis International Small Cap Value ETF made up 0.19% of JDH Wealth Management's portfolio in Q2 2026, its #45 holding.
JDH Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
JDH Wealth Management's Avantis International Small Cap Value ETF position peaked at $343K in Q1 2025.
711 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.