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

Seaside 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	$539K	Sell	5,235 -234	-4%	-$24.9K	0.13%	40
2026 Q1	$546K	Sell	5,469 -983	-15%	-$100K	0.15%	38
2025 Q4	$606K	Buy	6,452 +80	+1%	+$7.26K	0.17%	35
2025 Q3	$567K	Sell	6,372 -650	-9%	-$54.6K	0.17%	36
2025 Q2	$557K	Buy	7,022 +919	+15%	+$68K	0.18%	36
2025 Q1	$426K	Sell	6,103 -200	-3%	-$13.6K	0.15%	37
2024 Q4	$410K	Buy	6,303 +2,389	+61%	+$161K	0.15%	37
2024 Q3	$277K	Hold	3,914	–	–	0.1%	46
2024 Q2	$254K	Sell	3,914 -343	-8%	-$22.6K	0.11%	48
2024 Q1	$280K	Hold	4,257	–	–	0.12%	43
2023 Q4	$266K	Buy	4,257 +624	+17%	+$36.3K	0.12%	44
2023 Q3	$210K	Buy	+3,633	New	+$214K	0.11%	49
2023 Q2	–	Sell	-4,873	Closed	-$283K	–	50
2023 Q1	$283K	Buy	4,873 +91	+2%	+$5.3K	0.17%	35
2022 Q4	$265K	Sell	4,782 -595	-11%	-$31.5K	0.17%	37
2022 Q3	$269K	Buy	+5,377	New	+$285K	0.19%	37

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

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

Seaside Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 4.3% in Q2 2026, selling an estimated $24.9K and leaving 5,235 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #40.

Seaside Wealth Management first reported a position in AVDV in Q3 2022 and has held it in 15 quarters since. The position peaked at $606K in Q4 2025. 707 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Seaside Wealth Management held 5,235 shares of Avantis International Small Cap Value ETF worth $539K as of Q2 2026.
Seaside Wealth Management sold 234 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $24.9K.
Avantis International Small Cap Value ETF made up 0.13% of Seaside Wealth Management's portfolio in Q2 2026, its #40 holding.
Seaside Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
Seaside Wealth Management's Avantis International Small Cap Value ETF position peaked at $606K in Q4 2025.
707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.