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

Simplicity Wealth’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	$6.83M	Buy	66,237 +2,545	+4%	+$271K	0.23%	102
2026 Q1	$6.36M	Sell	63,692 -8,684	-12%	-$886K	0.36%	59
2025 Q4	$6.8M	Buy	72,376 +3,428	+5%	+$311K	0.41%	55
2025 Q3	$6.14M	Sell	68,948 -70,000	-50%	-$5.88M	0.36%	58
2025 Q2	$11M	Buy	138,948 +73,548	+112%	+$5.44M	0.46%	44
2025 Q1	$4.56M	Buy	+65,400	New	+$4.44M	0.35%	58
2024 Q4	–	Sell	-64,208	Closed	-$4.54M	–	333
2024 Q3	$4.54M	Buy	64,208 +57,363	+838%	+$3.86M	0.42%	53
2024 Q2	$445K	Buy	+6,845	New	+$452K	0.01%	800

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

Simplicity Wealth's AVDV Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis International Small Cap Value ETF (AVDV) stake by 4% in Q2 2026, buying an estimated $271K and bringing the position to 66,237 shares worth $6.83M. The position accounts for 0.23% of the portfolio, ranked #102.

Simplicity Wealth first reported a position in AVDV in Q2 2024 and has held it in 8 quarters since. The position peaked at $11M in Q2 2025. 709 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Simplicity Wealth held 66,237 shares of Avantis International Small Cap Value ETF worth $6.83M as of Q2 2026.
Simplicity Wealth bought 2,545 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $271K.
Avantis International Small Cap Value ETF made up 0.23% of Simplicity Wealth's portfolio in Q2 2026, its #102 holding.
Simplicity Wealth first reported a position in Avantis International Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's Avantis International Small Cap Value ETF position peaked at $11M in Q2 2025.
709 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.