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

Level 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 		$1.03M Buy
10,032
+101
+1% +$10.8K 0.23% 50
2026
Q1 		$992K Sell
9,931
-273
-3% -$27.9K 0.25% 50
2025
Q4 		$959K Buy
10,204
+293
+3% +$26.6K 0.25% 51
2025
Q3 		$882K Sell
9,911
-107
-1% -$8.99K 0.25% 51
2025
Q2 		$794K Sell
10,018
-530
-5% -$39.2K 0.25% 52
2025
Q1 		$736K Sell
10,548
-87
-0.8% -$5.91K 0.25% 53
2024
Q4 		$692K Buy
10,635
+778
+8% +$52.4K 0.25% 50
2024
Q3 		$697K Buy
9,857
+588
+6% +$39.6K 0.27% 46
2024
Q2 		$602K Sell
9,269
-106
-1% -$7K 0.26% 44
2024
Q1 		$617K Sell
9,375
-38
-0.4% -$2.37K 0.28% 46
2023
Q4 		$588K Sell
9,413
-691
-7% -$40.2K 0.29% 44
2023
Q3 		$585K Buy
10,104
+2,235
+28% +$132K 0.33% 39
2023
Q2 		$453K Buy
7,869
+159
+2% +$9.31K 0.25% 42
2023
Q1 		$451K Sell
7,710
-119
-2% -$6.94K 0.27% 40
2022
Q4 		$433K Sell
7,829
-136
-2% -$7.19K 0.28% 38
2022
Q3 		$378K Buy
7,965
+733
+10% +$38.8K 0.28% 38
2022
Q2 		$382K Buy
7,232
+3,355
+87% +$197K 0.28% 37
2022
Q1 		$243K Buy
3,877
+1,907
+97% +$120K 0.19% 37
2021
Q4 		$127K Buy
+1,970
New +$128K 0.1% 55

Other funds holding AVDV

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Level Financial Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 1% in Q2 2026, buying an estimated $10.8K and bringing the position to 10,032 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #50.

Level Financial Advisors first reported a position in AVDV in Q4 2021 and has held it in 19 quarters since. 149 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Level Financial Advisors held 10,032 shares of Avantis International Small Cap Value ETF worth $1.03M as of Q2 2026.
  • Level Financial Advisors bought 101 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $10.8K.
  • Avantis International Small Cap Value ETF made up 0.23% of Level Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Level Financial Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 149 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.