RCS Financial Planning’s Avantis International Small Cap Value ETF AVDV Stock Holding History

RCS Financial Planning’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	$3.08M	Sell	29,877 -83	-0.3%	-$8.83K	1.46%	15
2026 Q1	$2.99M	Sell	29,960 -2,866	-9%	-$292K	1.55%	14
2025 Q4	$3.08M	Sell	32,826 -272	-0.8%	-$24.7K	1.33%	23
2025 Q3	$2.95M	Sell	33,098 -345	-1%	-$29K	1.3%	23
2025 Q2	$2.65M	Sell	33,443 -2,521	-7%	-$186K	1.32%	20
2025 Q1	$2.51M	Buy	35,964 +2,236	+7%	+$152K	1.32%	20
2024 Q4	$2.2M	Buy	+33,728	New	+$2.27M	1.17%	23

Other funds holding AVDV

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

RCS Financial Planning's AVDV Position: Q2 2026 in Review

RCS Financial Planning reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.28% in Q2 2026, selling an estimated $8.83K and leaving 29,877 shares worth $3.08M. The position accounts for 1.46% of the portfolio, ranked #15.

RCS Financial Planning first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.08M in Q4 2025. 275 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

RCS Financial Planning held 29,877 shares of Avantis International Small Cap Value ETF worth $3.08M as of Q2 2026.
RCS Financial Planning sold 83 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $8.83K.
Avantis International Small Cap Value ETF made up 1.46% of RCS Financial Planning's portfolio in Q2 2026, its #15 holding.
RCS Financial Planning first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
RCS Financial Planning's Avantis International Small Cap Value ETF position peaked at $3.08M in Q4 2025.
275 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.