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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

Maridea Wealth Management's AVDV Position: Q1 2026 in Review

Maridea Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 17% in Q1 2026, buying an estimated $213K and bringing the position to 14,113 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #120.

Maridea Wealth Management first reported a position in AVDV in Q3 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Maridea Wealth Management held 14,113 shares of Avantis International Small Cap Value ETF worth $1.41M as of Q1 2026.
  • Maridea Wealth Management bought 2,088 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $213K.
  • Avantis International Small Cap Value ETF made up 0.21% of Maridea Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Maridea Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.