MWM
AVDV icon

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

Meritas 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 		$242K Buy
2,353
+33
+1% +$3.51K 0.09% 55
2026
Q1 		$232K Buy
2,320
+43
+2% +$4.39K 0.1% 56
2025
Q4 		$214K Sell
2,277
-66
-3% -$5.99K 0.1% 54
2025
Q3 		$209K Sell
2,343
-556
-19% -$46.7K 0.1% 56
2025
Q2 		$230K Buy
2,899
+3
+0.1% +$222 0.13% 49
2025
Q1 		$202K Buy
+2,896
New +$197K 0.12% 52
2024
Q4 		– Sell
-2,856
Closed -$202K – 51
2024
Q3 		$202K Buy
+2,856
New +$192K 0.12% 49

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

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

Meritas Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.4% in Q2 2026, buying an estimated $3.51K and bringing the position to 2,353 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #55.

Meritas Wealth Management first reported a position in AVDV in Q3 2024 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Meritas Wealth Management held 2,353 shares of Avantis International Small Cap Value ETF worth $242K as of Q2 2026.
  • Meritas Wealth Management bought 33 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $3.51K.
  • Avantis International Small Cap Value ETF made up 0.09% of Meritas Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Meritas Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 711 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.