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

Smallwood Wealth Investment 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	$88.2K	Hold	856	–	–	0.04%	151
2026 Q1	$85.5K	Hold	856	–	–	0.05%	135
2025 Q4	$80.4K	Hold	856	–	–	0.04%	133
2025 Q3	$76.2K	Hold	856	–	–	0.04%	141
2025 Q2	$67.9K	Hold	856	–	–	0.04%	142
2025 Q1	$59.7K	Buy	+856	New	+$58.1K	0.04%	146

Other funds holding AVDV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Smallwood Wealth Investment Management's AVDV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 856 shares worth $88.2K. The position accounts for 0.04% of the portfolio, ranked #151.

Smallwood Wealth Investment Management first reported a position in AVDV in Q1 2025 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Smallwood Wealth Investment Management held 856 shares of Avantis International Small Cap Value ETF worth $88.2K as of Q2 2026.
Smallwood Wealth Investment Management left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
Avantis International Small Cap Value ETF made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #151 holding.
Smallwood Wealth Investment Management first reported a position in Avantis International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
484 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.