Lutz Financial Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Lutz Financial 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	$533K	Buy	5,170 +50	+1%	+$5.32K	0.03%	79
2026 Q1	$511K	Hold	5,120	–	–	0.03%	76
2025 Q4	$481K	Buy	5,120 +946	+23%	+$85.8K	0.03%	79
2025 Q3	$372K	Hold	4,174	–	–	0.03%	81
2025 Q2	$331K	Hold	4,174	–	–	0.03%	81
2025 Q1	$291K	Hold	4,174	–	–	0.02%	81
2024 Q4	$272K	Buy	+4,174	New	+$281K	0.02%	83

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

Lutz Financial Services's AVDV Position: Q2 2026 in Review

Lutz Financial Services increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.98% in Q2 2026, buying an estimated $5.32K and bringing the position to 5,170 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #79.

Lutz Financial Services first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Lutz Financial Services held 5,170 shares of Avantis International Small Cap Value ETF worth $533K as of Q2 2026.
Lutz Financial Services bought 50 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $5.32K.
Avantis International Small Cap Value ETF made up 0.03% of Lutz Financial Services's portfolio in Q2 2026, its #79 holding.
Lutz Financial Services first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.