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Life Planning Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Life Planning Partners’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 		$371K Hold
3,605
– – 0.28% 54
2026
Q1 		$360K Hold
3,605
– – 0.27% 52
2025
Q4 		$339K Sell
3,605
-280
-7% -$25.4K 0.26% 55
2025
Q3 		$346K Hold
3,885
– – 0.25% 54
2025
Q2 		$308K Hold
3,885
– – 0.25% 53
2025
Q1 		$271K Hold
3,885
– – 0.25% 51
2024
Q4 		$253K Hold
3,885
– – 0.23% 53
2024
Q3 		$275K Hold
3,885
– – 0.25% 52
2024
Q2 		$252K Hold
3,885
– – 0.23% 55
2024
Q1 		$256K Sell
3,885
-185
-5% -$11.5K 0.25% 56
2023
Q4 		$254K Buy
+4,070
New +$237K 0.25% 52

Other funds holding AVDV

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

Life Planning Partners's AVDV Position: Q2 2026 in Review

Life Planning Partners held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 3,605 shares worth $371K. The position accounts for 0.28% of the portfolio, ranked #54.

Life Planning Partners first reported a position in AVDV in Q4 2023 and has held it in 11 quarters since. 425 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Life Planning Partners held 3,605 shares of Avantis International Small Cap Value ETF worth $371K as of Q2 2026.
  • Life Planning Partners left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Small Cap Value ETF made up 0.28% of Life Planning Partners's portfolio in Q2 2026, its #54 holding.
  • Life Planning Partners first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 425 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.