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LAM Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

LAM Group’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 		$2.36M Buy
22,885
+2,105
+10% +$224K 1.17% 26
2026
Q1 		$2.08M Buy
20,780
+4,175
+25% +$426K 1.14% 27
2025
Q4 		$1.56M Buy
16,605
+6,505
+64% +$590K 0.89% 29
2025
Q3 		$899K Sell
10,100
-155
-2% -$13K 0.56% 45
2025
Q2 		$813K Buy
10,255
+1,325
+15% +$98K 0.54% 47
2025
Q1 		$623K Buy
8,930
+250
+3% +$17K 0.46% 51
2024
Q4 		$565K Sell
8,680
-6,895
-44% -$464K 0.4% 53
2024
Q3 		$1.1M Buy
15,575
+5,955
+62% +$401K 0.78% 35
2024
Q2 		$625K Sell
9,620
-200
-2% -$13.2K 0.53% 47
2024
Q1 		$647K Buy
9,820
+3,900
+66% +$243K 0.53% 45
2023
Q4 		$370K Buy
5,920
+755
+15% +$44K 0.34% 54
2023
Q3 		$299K Buy
5,165
+390
+8% +$23K 0.29% 54
2023
Q2 		$275K Buy
4,775
+1,170
+32% +$68.5K 0.26% 53
2023
Q1 		$211K Sell
3,605
-40
-1% -$2.33K 0.21% 56
2022
Q4 		$202K Buy
+3,645
New +$193K 0.21% 56

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LAM Group's AVDV Position: Q2 2026 in Review

LAM Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 10% in Q2 2026, buying an estimated $224K and bringing the position to 22,885 shares worth $2.36M. The position accounts for 1.17% of the portfolio, ranked #26.

LAM Group first reported a position in AVDV in Q4 2022 and has held it in 15 quarters since. 357 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • LAM Group held 22,885 shares of Avantis International Small Cap Value ETF worth $2.36M as of Q2 2026.
  • LAM Group bought 2,105 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $224K.
  • Avantis International Small Cap Value ETF made up 1.17% of LAM Group's portfolio in Q2 2026, its #26 holding.
  • LAM Group first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 357 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.