Rockwood Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Rockwood Wealth Management’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	$482K	Hold	4,676	–	–	0.03%	84
2026 Q1	$467K	Hold	4,676	–	–	0.03%	69
2025 Q4	$439K	Hold	4,676	–	–	0.03%	71
2025 Q3	$416K	Hold	4,676	–	–	0.03%	70
2025 Q2	$371K	Sell	4,676 -15	-0.3%	-$1.11K	0.03%	72
2025 Q1	$327K	Buy	4,691 +349	+8%	+$23.7K	0.03%	70
2024 Q4	$281K	Hold	4,342	–	–	0.03%	72
2024 Q3	$307K	Hold	4,342	–	–	0.03%	67
2024 Q2	$282K	Hold	4,342	–	–	0.03%	68
2024 Q1	$286K	Hold	4,342	–	–	0.04%	67
2023 Q4	$271K	Hold	4,342	–	–	0.04%	64
2023 Q3	$251K	Hold	4,342	–	–	0.04%	57
2023 Q2	$250K	Hold	4,342	–	–	0.04%	69
2023 Q1	$254K	Hold	4,342	–	–	0.05%	58
2022 Q4	$240K	Buy	+4,342	New	+$230K	0.06%	60

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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

Rockwood Wealth Management's AVDV Position: Q2 2026 in Review

Rockwood Wealth Management held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 4,676 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #84.

Rockwood Wealth Management first reported a position in AVDV in Q4 2022 and has held it in 15 quarters since. 375 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Rockwood Wealth Management held 4,676 shares of Avantis International Small Cap Value ETF worth $482K as of Q2 2026.
Rockwood Wealth Management left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
Avantis International Small Cap Value ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #84 holding.
Rockwood Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
375 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.