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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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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 22.94% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Kelman-Lazarov Inc's AVDV Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Avantis International Small Cap Value ETF (AVDV) stake by 12% in Q1 2026, buying an estimated $94.5K and bringing the position to 8,674 shares worth $866K. The position accounts for 0.12% of the portfolio, ranked #67.

Kelman-Lazarov Inc first reported a position in AVDV in Q3 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Kelman-Lazarov Inc held 8,674 shares of Avantis International Small Cap Value ETF worth $866K as of Q1 2026.
  • Kelman-Lazarov Inc bought 926 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $94.5K.
  • Avantis International Small Cap Value ETF made up 0.12% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #67 holding.
  • Kelman-Lazarov Inc first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.