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Lauterbach Financial Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Lauterbach Financial Advisors’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 		$3.7M Buy
35,886
+2,197
+7% +$234K 1.59% 11
2026
Q1 		$3.36M Buy
33,689
+703
+2% +$71.7K 1.64% 11
2025
Q4 		$3.1M Buy
32,986
+546
+2% +$49.5K 1.52% 12
2025
Q3 		$2.89M Buy
32,440
+1,233
+4% +$104K 1.45% 12
2025
Q2 		$2.47M Buy
31,207
+2,107
+7% +$156K 1.36% 12
2025
Q1 		$2.03M Buy
29,100
+838
+3% +$56.9K 1.26% 15
2024
Q4 		$1.84M Buy
28,262
+1,586
+6% +$107K 1.12% 15
2024
Q3 		$1.89M Sell
26,676
-2,281
-8% -$153K 1.15% 15
2024
Q2 		$1.87M Sell
28,957
-3,452
-11% -$228K 1.23% 13
2024
Q1 		$2.13M Buy
32,409
+17,323
+115% +$1.08M 1.4% 11
2023
Q4 		$943K Buy
15,086
+4,057
+37% +$236K 0.66% 20
2023
Q3 		$638K Buy
11,029
+217
+2% +$12.8K 0.5% 25
2023
Q2 		$622K Sell
10,812
-142
-1% -$8.31K 0.48% 26
2023
Q1 		$641K Sell
10,954
-251
-2% -$14.6K 0.52% 25
2022
Q4 		$620K Buy
+11,205
New +$593K 0.55% 25

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

Lauterbach Financial Advisors's AVDV Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 6.5% in Q2 2026, buying an estimated $234K and bringing the position to 35,886 shares worth $3.7M. The position accounts for 1.59% of the portfolio, ranked #11.

Lauterbach Financial Advisors first reported a position in AVDV in Q4 2022 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Lauterbach Financial Advisors held 35,886 shares of Avantis International Small Cap Value ETF worth $3.7M as of Q2 2026.
  • Lauterbach Financial Advisors bought 2,197 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $234K.
  • Avantis International Small Cap Value ETF made up 1.59% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Lauterbach Financial Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 360 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.