Savvy Advisors Inc’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Savvy Advisors Inc’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	$2.84M	Buy	28,463 +5,343	+23%	+$545K	0.08%	198
2025 Q4	$2.17M	Buy	23,120 +7,519	+48%	+$682K	0.07%	208
2025 Q3	$1.39M	Sell	15,601 -813	-5%	-$68.3K	0.06%	214
2025 Q2	$1.3M	Sell	16,414 -985	-6%	-$72.9K	0.09%	170
2025 Q1	$1.21M	Buy	17,399 +2,554	+17%	+$173K	0.12%	141
2024 Q4	$966K	Sell	14,845 -1,007	-6%	-$67.8K	0.12%	144
2024 Q3	$1.12M	Buy	15,852 +10,978	+225%	+$739K	0.23%	89
2024 Q2	$317K	Sell	4,874 -36	-0.7%	-$2.38K	0.1%	200
2024 Q1	$323K	Sell	4,910 -113	-2%	-$7.04K	0.19%	153
2023 Q4	$314K	Buy	+5,023	New	+$292K	0.3%	104

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

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

MIAS

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

MWM

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

HTC

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

Savvy Advisors Inc's AVDV Position: Q1 2026 in Review

Savvy Advisors Inc increased its Avantis International Small Cap Value ETF (AVDV) stake by 23% in Q1 2026, buying an estimated $545K and bringing the position to 28,463 shares worth $2.84M. The position accounts for 0.08% of the portfolio, ranked #198.

Savvy Advisors Inc first reported a position in AVDV in Q4 2023 and has held it in 10 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Savvy Advisors Inc held 28,463 shares of Avantis International Small Cap Value ETF worth $2.84M as of Q1 2026.
Savvy Advisors Inc bought 5,343 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $545K.
Avantis International Small Cap Value ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #198 holding.
Savvy Advisors Inc first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.