Shotwell Rutter Baer
AVDV icon

Shotwell Rutter Baer’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Shotwell Rutter Baer’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 		$240K Sell
2,193
-4
-0.2% -$434 0.13% 37
2026
Q2 		$226K Sell
2,197
-50
-2% -$5.32K 0.12% 38
2026
Q1 		$224K Sell
2,247
-75
-3% -$7.65K 0.13% 36
2025
Q4 		$224K Sell
2,322
-22
-0.9% -$2K 0.13% 36
2025
Q3 		$211K Sell
2,344
-187
-7% -$15.7K 0.14% 37
2025
Q2 		$203K Buy
+2,531
New +$187K 0.14% 36

Other funds holding AVDV

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Emprise Bank
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
Define Financial
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Shotwell Rutter Baer's AVDV Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.18% in Q3 2026, selling an estimated $434 and leaving 2,193 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #37.

Shotwell Rutter Baer first reported a position in AVDV in Q2 2025 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Shotwell Rutter Baer held 2,193 shares of Avantis International Small Cap Value ETF worth $240K as of Q3 2026.
  • Shotwell Rutter Baer sold 4 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $434.
  • Avantis International Small Cap Value ETF made up 0.13% of Shotwell Rutter Baer's portfolio in Q3 2026, its #37 holding.
  • Shotwell Rutter Baer first reported a position in Avantis International Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.