MWM
AVDV icon

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

Maridea 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
2026
Q2 		$1.51M Buy
14,631
+518
+4% +$55.1K 0.16% 146
2026
Q1 		$1.41M Buy
14,113
+2,088
+17% +$213K 0.21% 120
2025
Q4 		$1.13M Buy
12,025
+2,789
+30% +$253K 0.17% 138
2025
Q3 		$828K Buy
+9,236
New +$776K 0.13% 156

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
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
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

Maridea Wealth Management's AVDV Position: Q2 2026 in Review

Maridea Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 3.7% in Q2 2026, buying an estimated $55.1K and bringing the position to 14,631 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #146.

Maridea Wealth Management first reported a position in AVDV in Q3 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Maridea Wealth Management held 14,631 shares of Avantis International Small Cap Value ETF worth $1.51M as of Q2 2026.
  • Maridea Wealth Management bought 518 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $55.1K.
  • Avantis International Small Cap Value ETF made up 0.16% of Maridea Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Maridea Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.