Jim Simons
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Jim Simons’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Jim Simons’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 		$733K Buy
+7,116
New +$757K ﹤0.01% 2448
2025
Q3 		– Sell
-7,400
Closed -$587K – 3493
2025
Q2 		$587K Sell
7,400
-4,700
-39% -$348K ﹤0.01% 2757
2025
Q1 		$844K Buy
+12,100
New +$822K ﹤0.01% 2514
2024
Q4 		– Sell
-4,492
Closed -$317K – 3565
2024
Q3 		$317K Sell
4,492
-9,908
-69% -$667K ﹤0.01% 2961
2024
Q2 		$935K Buy
14,400
+3,700
+35% +$244K ﹤0.01% 2360
2024
Q1 		$705K Sell
10,700
-2,096
-16% -$131K ﹤0.01% 2696
2023
Q4 		$800K Buy
12,796
+4,596
+56% +$268K ﹤0.01% 2545
2023
Q3 		$474K Sell
8,200
-19,200
-70% -$1.13M ﹤0.01% 2722
2023
Q2 		$1.58M Buy
27,400
+20,355
+289% +$1.19M ﹤0.01% 2155
2023
Q1 		$412K Sell
7,045
-1,455
-17% -$84.8K ﹤0.01% 2979
2022
Q4 		$470K Buy
8,500
+100
+1% +$5.29K ﹤0.01% 2985
2022
Q3 		$399K Buy
8,400
+100
+1% +$5.3K ﹤0.01% 3058
2022
Q2 		$438K Buy
+8,300
New +$487K ﹤0.01% 3232
2022
Q1 		– Sell
-3,200
Closed -$207K – 4069
2021
Q4 		$207K Sell
3,200
-10,811
-77% -$701K ﹤0.01% 3497
2021
Q3 		$905K Buy
+14,011
New +$918K ﹤0.01% 2598

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jim Simons's AVDV Position: Q2 2026 in Review

Jim Simons opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 7,116 shares worth $733K. The stake represents ﹤0.01% of the portfolio and ranks #2448 among its holdings. This is a return to the name: Jim Simons previously reported a position in AVDV as recently as Q2 2025.

Jim Simons first reported a position in AVDV in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.58M in Q2 2023. 611 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Jim Simons held 7,116 shares of Avantis International Small Cap Value ETF worth $733K as of Q2 2026.
  • Avantis International Small Cap Value ETF was a new Jim Simons position in Q2 2026.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2448 holding.
  • Jim Simons first reported a position in Avantis International Small Cap Value ETF in Q3 2021 and has held it in 15 quarters since.
  • Jim Simons's Avantis International Small Cap Value ETF position peaked at $1.58M in Q2 2023.
  • 611 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.