LAM Group
AVDV icon

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
Q3 		$2.53M Buy
23,100
+215
+0.9% +$23.3K 1.27% 26
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

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

LAM Group's AVDV Position: Q3 2026 in Review

LAM Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.94% in Q3 2026, buying an estimated $23.3K and bringing the position to 23,100 shares worth $2.53M. The position accounts for 1.27% of the portfolio, ranked #26.

LAM Group first reported a position in AVDV in Q4 2022 and has held it in 16 quarters since. 352 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • LAM Group held 23,100 shares of Avantis International Small Cap Value ETF worth $2.53M as of Q3 2026.
  • LAM Group bought 215 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $23.3K.
  • Avantis International Small Cap Value ETF made up 1.27% of LAM Group's portfolio in Q3 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 16 quarters since.
  • 352 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.