Ritter Daniher Financial Advisory’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Ritter Daniher Financial Advisory’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 Q1	$181K	Hold	1,810	–	–	0.03%	170
2025 Q4	$170K	Hold	1,810	–	–	0.03%	181
2025 Q3	$161K	Hold	1,810	–	–	0.03%	172
2025 Q2	$143K	Hold	1,810	–	–	0.04%	108
2025 Q1	$126K	Hold	1,810	–	–	0.03%	111
2024 Q4	$118K	Hold	1,810	–	–	0.03%	110
2024 Q3	$128K	Hold	1,810	–	–	0.04%	104
2024 Q2	$118K	Hold	1,810	–	–	0.04%	104
2024 Q1	$119K	Hold	1,810	–	–	0.04%	104
2023 Q4	$113K	Buy	+1,810	New	+$105K	0.04%	112

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

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return