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Kaufman Rossin Wealth’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Kaufman Rossin Wealth’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 		$18.7M Buy
180,927
+16,602
+10% +$1.77M 8.84% 3
2026
Q1 		$16.4M Sell
164,325
-2,775
-2% -$283K 9.41% 3
2025
Q4 		$15.7M Buy
167,100
+1,059
+0.6% +$96.1K 8.18% 3
2025
Q3 		$14.8M Buy
166,041
+7,631
+5% +$641K 8.09% 3
2025
Q2 		$12.6M Buy
158,410
+15,037
+10% +$1.11M 7.95% 3
2025
Q1 		$10M Buy
143,373
+7,037
+5% +$478K 7.15% 3
2024
Q4 		$8.87M Buy
+136,336
New +$9.18M 9.13% 3

Other funds holding AVDV

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

Kaufman Rossin Wealth's AVDV Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Avantis International Small Cap Value ETF (AVDV) stake by 10% in Q2 2026, buying an estimated $1.77M and bringing the position to 180,927 shares worth $18.7M. The position accounts for 8.84% of the portfolio, ranked #3.

Kaufman Rossin Wealth first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Kaufman Rossin Wealth held 180,927 shares of Avantis International Small Cap Value ETF worth $18.7M as of Q2 2026.
  • Kaufman Rossin Wealth bought 16,602 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $1.77M.
  • Avantis International Small Cap Value ETF made up 8.84% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #3 holding.
  • Kaufman Rossin Wealth first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.