SHFA
AVDV icon

SC&H Financial Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

SC&H Financial Advisors’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 		$1.73M Sell
16,802
-588
-3% -$62.6K 0.23% 53
2026
Q1 		$1.74M Buy
17,390
+4
+0% +$408 0.26% 51
2025
Q4 		$1.63M Sell
17,386
-52
-0.3% -$4.72K 0.25% 48
2025
Q3 		$1.55M Hold
17,438
– – 0.25% 50
2025
Q2 		$1.38M Buy
17,438
+99
+0.6% +$7.32K 0.24% 54
2025
Q1 		$1.21M Buy
17,339
+76
+0.4% +$5.16K 0.24% 53
2024
Q4 		$1.12M Buy
17,263
+212
+1% +$14.3K 0.23% 55
2024
Q3 		$1.21M Buy
17,051
+91
+0.5% +$6.12K 0.26% 54
2024
Q2 		$1.1M Buy
16,960
+95
+0.6% +$6.27K 0.27% 52
2024
Q1 		$1.11M Hold
16,865
– – 0.29% 50
2023
Q4 		$1.05M Buy
16,865
+74
+0.4% +$4.31K 0.3% 51
2023
Q3 		$971K Buy
16,791
+498
+3% +$29.4K 0.32% 55
2023
Q2 		$938K Buy
16,293
+154
+1% +$9.02K 0.31% 58
2023
Q1 		$944K Buy
16,139
+418
+3% +$24.4K 0.34% 56
2022
Q4 		$870K Buy
15,721
+2,015
+15% +$107K 0.36% 58
2022
Q3 		$651K Buy
13,706
+3,508
+34% +$186K 0.33% 65
2022
Q2 		$538K Sell
10,198
-6,174
-38% -$362K 0.25% 79
2022
Q1 		$1.02M Buy
16,372
+11,667
+248% +$734K 0.49% 45
2021
Q4 		$304K Buy
+4,705
New +$305K 0.17% 119

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

SC&H Financial Advisors's AVDV Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Avantis International Small Cap Value ETF (AVDV) stake by 3.4% in Q2 2026, selling an estimated $62.6K and leaving 16,802 shares worth $1.73M. The position accounts for 0.23% of the portfolio, ranked #53.

SC&H Financial Advisors first reported a position in AVDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.74M in Q1 2026. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • SC&H Financial Advisors held 16,802 shares of Avantis International Small Cap Value ETF worth $1.73M as of Q2 2026.
  • SC&H Financial Advisors sold 588 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $62.6K.
  • Avantis International Small Cap Value ETF made up 0.23% of SC&H Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • SC&H Financial Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Avantis International Small Cap Value ETF position peaked at $1.74M in Q1 2026.
  • 708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.