Level Four Advisory Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Level Four Advisory Services’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	$4.08M	Buy	+39,580	New	+$4.21M	0.12%	200
2021 Q3	–	Sell	-14,384	Closed	-$931K	–	476
2021 Q2	$931K	Buy	+14,384	New	+$945K	0.06%	281

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Level Four Advisory Services's AVDV Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 39,580 shares worth $4.08M. The stake represents 0.12% of the portfolio and ranks #200 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in AVDV as recently as Q2 2021.

Level Four Advisory Services first reported a position in AVDV in Q2 2021 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Level Four Advisory Services held 39,580 shares of Avantis International Small Cap Value ETF worth $4.08M as of Q2 2026.
Avantis International Small Cap Value ETF was a new Level Four Advisory Services position in Q2 2026.
Avantis International Small Cap Value ETF made up 0.12% of Level Four Advisory Services's portfolio in Q2 2026, its #200 holding.
Level Four Advisory Services first reported a position in Avantis International Small Cap Value ETF in Q2 2021 and has held it in 2 quarters since.
710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.