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Mosaic Family Wealth Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Mosaic Family Wealth Partners’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 		$899K Buy
+8,728
New +$929K 0.06% 225

Other funds holding AVDV

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Creative Planning
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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

Mosaic Family Wealth Partners's AVDV Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 8,728 shares worth $899K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings.

707 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Mosaic Family Wealth Partners held 8,728 shares of Avantis International Small Cap Value ETF worth $899K as of Q2 2026.
  • Avantis International Small Cap Value ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
  • Avantis International Small Cap Value ETF made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #225 holding.
  • 707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.