Selective Wealth Management
AVDV icon

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

Selective 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
Q3 		$936K Buy
8,724
+533
+7% +$57.8K 0.22% 51
2026
Q2 		$840K Sell
8,191
-146
-2% -$15.5K 0.22% 50
2026
Q1 		$864K Buy
8,337
+390
+5% +$39.8K 0.26% 46
2025
Q4 		$782K Sell
7,947
-10
-0.1% -$907 0.24% 42
2025
Q3 		$713K Buy
7,957
+1,525
+24% +$128K 0.23% 47
2025
Q2 		$520K Buy
6,432
+186
+3% +$13.8K 0.19% 56
2025
Q1 		$422K Sell
6,246
-205
-3% -$13.9K 0.18% 61
2024
Q4 		$412K Sell
6,451
-60
-0.9% -$4.04K 0.17% 60
2024
Q3 		$451K Hold
6,511
– – 0.19% 62
2024
Q2 		$428K Sell
6,511
-67
-1% -$4.42K 0.19% 65
2024
Q1 		$432K Buy
6,578
+3,100
+89% +$193K 0.19% 65
2023
Q4 		$214K Buy
+3,478
New +$203K 0.11% 81
2022
Q4 		– Sell
-46
Closed -$2K – 167
2022
Q3 		$2K Buy
46
+40
+667% +$2.12K ﹤0.01% 658
2022
Q2 		$0 Hold
6
– – ﹤0.01% 754
2022
Q1 		$0 Buy
+6
New +$377 ﹤0.01% 722

Other funds holding AVDV

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Selective Wealth Management's AVDV Position: Q3 2026 in Review

Selective Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 6.5% in Q3 2026, buying an estimated $57.8K and bringing the position to 8,724 shares worth $936K. The position accounts for 0.22% of the portfolio, ranked #51.

Selective Wealth Management first reported a position in AVDV in Q1 2022 and has held it in 15 quarters since. 332 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Selective Wealth Management held 8,724 shares of Avantis International Small Cap Value ETF worth $936K as of Q3 2026.
  • Selective Wealth Management bought 533 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $57.8K.
  • Avantis International Small Cap Value ETF made up 0.22% of Selective Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Selective Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q1 2022 and has held it in 15 quarters since.
  • 332 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.