&Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

&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	$2.14M	Buy	20,808 +6,144	+42%	+$654K	0.01%	988
2026 Q1	$1.46M	Buy	14,664 +5,251	+56%	+$536K	0.01%	1080
2025 Q4	$885K	Buy	9,413 +6,316	+204%	+$573K	﹤0.01%	1296
2025 Q3	$276K	Buy	+3,097	New	+$260K	﹤0.01%	1802
2024 Q4	–	Sell	-3,177	Closed	-$225K	–	1643
2024 Q3	$225K	Sell	3,177 -880	-22%	-$59.2K	﹤0.01%	1253
2024 Q2	$263K	Sell	4,057 -429	-10%	-$28.3K	0.01%	757
2024 Q1	$291K	Buy	+4,486	New	+$280K	0.04%	372

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

&Partners's AVDV Position: Q2 2026 in Review

&Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 42% in Q2 2026, buying an estimated $654K and bringing the position to 20,808 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #988.

&Partners first reported a position in AVDV in Q1 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

&Partners held 20,808 shares of Avantis International Small Cap Value ETF worth $2.14M as of Q2 2026.
&Partners bought 6,144 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $654K.
Avantis International Small Cap Value ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #988 holding.
&Partners first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.