Meredith Wealth Planning
AVDV icon

Meredith Wealth Planning’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Meredith Wealth Planning’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 		$34.3M Sell
314,035
-3,842
-1% -$417K 8.57% 3
2026
Q2 		$32.8M Buy
317,877
+4,322
+1% +$460K 7.73% 4
2026
Q1 		$31.3M Sell
313,555
-8,808
-3% -$899K 8.48% 4
2025
Q4 		$30.3M Sell
322,363
-6,844
-2% -$621K 9.02% 4
2025
Q3 		$29.3M Sell
329,207
-1,446
-0.4% -$122K 9.29% 4
2025
Q2 		$26.2M Buy
330,653
+25,135
+8% +$1.86M 9.52% 4
2025
Q1 		$21.3M Buy
305,518
+3,905
+1% +$265K 9.4% 4
2024
Q4 		$19.6M Buy
301,613
+19,116
+7% +$1.29M 8.75% 4
2024
Q3 		$20M Buy
282,497
+1,952
+0.7% +$131K 9.53% 4
2024
Q2 		$18.2M Buy
280,545
+6,001
+2% +$396K 9.55% 4
2024
Q1 		$18.1M Buy
274,544
+8,580
+3% +$535K 10.09% 3
2023
Q4 		$16.6M Sell
265,964
-31,054
-10% -$1.81M 10.33% 2
2023
Q3 		$17.2M Buy
297,018
+23,850
+9% +$1.41M 12.77% 3
2023
Q2 		$15.7M Buy
273,168
+10,733
+4% +$628K 12.79% 3
2023
Q1 		$15.3M Buy
262,435
+17,362
+7% +$1.01M 12.35% 3
2022
Q4 		$13.6M Buy
+245,073
New +$13M 11.68% 3

Other funds holding AVDV

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Emprise Bank
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
Define Financial
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kondo Wealth Advisors
Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return

Meredith Wealth Planning's AVDV Position: Q3 2026 in Review

Meredith Wealth Planning reduced its Avantis International Small Cap Value ETF (AVDV) stake by 1.2% in Q3 2026, selling an estimated $417K and leaving 314,035 shares worth $34.3M. The position accounts for 8.57% of the portfolio, ranked #3.

Meredith Wealth Planning first reported a position in AVDV in Q4 2022 and has held it in 16 quarters since. 211 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Meredith Wealth Planning held 314,035 shares of Avantis International Small Cap Value ETF worth $34.3M as of Q3 2026.
  • Meredith Wealth Planning sold 3,842 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $417K.
  • Avantis International Small Cap Value ETF made up 8.57% of Meredith Wealth Planning's portfolio in Q3 2026, its #3 holding.
  • Meredith Wealth Planning first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 211 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.