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

Roxbury Financial’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 		$4.91K Buy
+48
New +$5.11K ﹤0.01% 342

Other funds holding AVDV

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

Roxbury Financial's AVDV Position: Q2 2026 in Review

Roxbury Financial opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 48 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings.

275 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Roxbury Financial held 48 shares of Avantis International Small Cap Value ETF worth $4.91K as of Q2 2026.
  • Avantis International Small Cap Value ETF was a new Roxbury Financial position in Q2 2026.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #342 holding.
  • 275 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.