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 Q3	$1.63M	Buy	14,886 +255	+2%	+$27.6K	0.16%	152
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Maridea Wealth Management's AVDV Position: Q3 2026 in Review

Maridea Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.7% in Q3 2026, buying an estimated $27.6K and bringing the position to 14,886 shares worth $1.63M. The position accounts for 0.16% of the portfolio, ranked #152.

Maridea Wealth Management first reported a position in AVDV in Q3 2025 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

Maridea Wealth Management held 14,886 shares of Avantis International Small Cap Value ETF worth $1.63M as of Q3 2026.
Maridea Wealth Management bought 255 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $27.6K.
Avantis International Small Cap Value ETF made up 0.16% of Maridea Wealth Management's portfolio in Q3 2026, its #152 holding.
Maridea Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
576 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.