LWM
AVDV icon

LongView Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

LongView Wealth Management’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
2025
Q2 		– Sell
-3,099
Closed -$216K – 216
2025
Q1 		$216K Buy
+3,099
New +$210K 0.06% 194

Other funds holding AVDV

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

LongView Wealth Management's AVDV Position: Q2 2025 in Review

LongView Wealth Management sold out of Avantis International Small Cap Value ETF (AVDV) in Q2 2025, closing a stake of 3,099 shares — an estimated $216K sold.

LongView Wealth Management first reported a position in AVDV in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 475 funds tracked by Wall St. Rank hold AVDV as of Q2 2025.

  • LongView Wealth Management reported no remaining Avantis International Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • LongView Wealth Management sold 3,099 Avantis International Small Cap Value ETF shares in Q2 2025, an estimated $216K.
  • LongView Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • LongView Wealth Management's Avantis International Small Cap Value ETF position peaked at $216K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2025.

Based on LongView Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.