Phillip James Consulting
AVDV icon

Phillip James Consulting’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Phillip James Consulting’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 		$2.82M Buy
25,796
+306
+1% +$33.2K 1.9% 16
2026
Q2 		$2.63M Buy
+25,490
New +$2.71M 1.76% 17

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Haverford Trust Company
Haverford Trust Company Radnor, Pennsylvania $11.8B AUM 14.09% 1-Year Est. Return

Phillip James Consulting's AVDV Position: Q3 2026 in Review

Phillip James Consulting increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.2% in Q3 2026, buying an estimated $33.2K and bringing the position to 25,796 shares worth $2.82M. The position accounts for 1.9% of the portfolio, ranked #16.

Phillip James Consulting first reported a position in AVDV in Q2 2026 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Phillip James Consulting held 25,796 shares of Avantis International Small Cap Value ETF worth $2.82M as of Q3 2026.
  • Phillip James Consulting bought 306 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $33.2K.
  • Avantis International Small Cap Value ETF made up 1.9% of Phillip James Consulting's portfolio in Q3 2026, its #16 holding.
  • Phillip James Consulting first reported a position in Avantis International Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.