Physician Wealth Solutions
AVDV icon

Physician Wealth Solutions’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Physician Wealth Solutions’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 		$8.21M Sell
75,084
-1,220
-2% -$132K 3.23% 14
2026
Q2 		$7.86M Buy
76,304
+3,450
+5% +$367K 2.98% 14
2026
Q1 		$7.28M Buy
72,854
+8,193
+13% +$836K 3.01% 14
2025
Q4 		$6.08M Buy
64,661
+62
+0.1% +$5.62K 2.58% 15
2025
Q3 		$5.75M Buy
64,599
+31
+0% +$2.61K 2.51% 15
2025
Q2 		$5.12M Sell
64,568
-2,273
-3% -$168K 2.37% 16
2025
Q1 		$4.66M Sell
66,841
-736
-1% -$50K 2.34% 14
2024
Q4 		$4.4M Buy
67,577
+1,631
+2% +$110K 2.2% 14
2024
Q3 		$4.42M Buy
65,946
+3,771
+6% +$254K 2.2% 14
2024
Q2 		$4.04M Buy
62,175
+4,084
+7% +$270K 2.88% 12
2024
Q1 		$3.83M Buy
58,091
+4,826
+9% +$301K 3.21% 12
2023
Q4 		$3.33M Buy
+53,265
New +$3.1M 3.32% 11

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Physician Wealth Solutions's AVDV Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Avantis International Small Cap Value ETF (AVDV) stake by 1.6% in Q3 2026, selling an estimated $132K and leaving 75,084 shares worth $8.21M. The position accounts for 3.23% of the portfolio, ranked #14.

Physician Wealth Solutions first reported a position in AVDV in Q4 2023 and has held it in 12 quarters since. 559 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Physician Wealth Solutions held 75,084 shares of Avantis International Small Cap Value ETF worth $8.21M as of Q3 2026.
  • Physician Wealth Solutions sold 1,220 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $132K.
  • Avantis International Small Cap Value ETF made up 3.23% of Physician Wealth Solutions's portfolio in Q3 2026, its #14 holding.
  • Physician Wealth Solutions first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 559 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

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