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

M Wealth Management LLC’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	$634K	Hold	6,152	–	–	0.5%	32
2026 Q1	$614K	Buy	6,152 +1,485	+32%	+$152K	0.52%	30
2025 Q4	$439K	Hold	4,667	–	–	0.38%	30
2025 Q3	$416K	Hold	4,667	–	–	0.36%	29
2025 Q2	$370K	Hold	4,667	–	–	0.34%	30
2025 Q1	$325K	Sell	4,667 -2,633	-36%	-$179K	0.3%	33
2024 Q4	$475K	Buy	+7,300	New	+$492K	0.43%	28

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

M Wealth Management LLC's AVDV Position: Q2 2026 in Review

M Wealth Management LLC held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 6,152 shares worth $634K. The position accounts for 0.5% of the portfolio, ranked #32.

M Wealth Management LLC 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.

M Wealth Management LLC held 6,152 shares of Avantis International Small Cap Value ETF worth $634K as of Q2 2026.
M Wealth Management LLC left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
Avantis International Small Cap Value ETF made up 0.5% of M Wealth Management LLC's portfolio in Q2 2026, its #32 holding.
M Wealth Management LLC 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 M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.