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Plante Moran Financial Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Plante Moran Financial Advisors’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
2025
Q4 		– Sell
-226
Closed -$20.1K – 819
2025
Q3 		$20.1K Buy
+226
New +$19K ﹤0.01% 461
2024
Q2 		– Sell
-317
Closed -$20.9K – 794
2024
Q1 		$20.9K Buy
+317
New +$19.8K ﹤0.01% 500

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

Plante Moran Financial Advisors's AVDV Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2025, closing a stake of 226 shares — an estimated $20.1K sold.

Plante Moran Financial Advisors first reported a position in AVDV in Q1 2024 and held it in 2 quarters. The position peaked at $20.9K in Q1 2024. 585 funds tracked by Wall St. Rank hold AVDV as of Q4 2025.

  • Plante Moran Financial Advisors reported no remaining Avantis International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 226 Avantis International Small Cap Value ETF shares in Q4 2025, an estimated $20.1K.
  • Plante Moran Financial Advisors first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Avantis International Small Cap Value ETF position peaked at $20.9K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.