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Kelman-Lazarov Inc’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Kelman-Lazarov Inc’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 		$854K Sell
8,284
-390
-4% -$41.5K 0.11% 73
2026
Q1 		$866K Buy
8,674
+926
+12% +$94.5K 0.12% 67
2025
Q4 		$728K Buy
7,748
+2,146
+38% +$195K 0.1% 76
2025
Q3 		$499K Buy
+5,602
New +$471K 0.07% 85

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 22.9% 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

Kelman-Lazarov Inc's AVDV Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Avantis International Small Cap Value ETF (AVDV) stake by 4.5% in Q2 2026, selling an estimated $41.5K and leaving 8,284 shares worth $854K. The position accounts for 0.11% of the portfolio, ranked #73.

Kelman-Lazarov Inc first reported a position in AVDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $866K in Q1 2026. 715 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Kelman-Lazarov Inc held 8,284 shares of Avantis International Small Cap Value ETF worth $854K as of Q2 2026.
  • Kelman-Lazarov Inc sold 390 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $41.5K.
  • Avantis International Small Cap Value ETF made up 0.11% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #73 holding.
  • Kelman-Lazarov Inc first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Kelman-Lazarov Inc's Avantis International Small Cap Value ETF position peaked at $866K in Q1 2026.
  • 715 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.