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Squire Investment Management Company’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Squire Investment Management Company’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 		$21.3M Buy
206,275
+6,898
+3% +$734K 5.12% 6
2026
Q1 		$19.9M Buy
199,377
+10,203
+5% +$1.04M 5.53% 6
2025
Q4 		$17.8M Buy
189,174
+4,877
+3% +$442K 5.38% 6
2025
Q3 		$16.4M Buy
184,297
+6,690
+4% +$562K 5.34% 6
2025
Q2 		$14.1M Buy
177,607
+11,661
+7% +$862K 5.19% 6
2025
Q1 		$11.6M Buy
165,946
+30,058
+22% +$2.04M 4.82% 7
2024
Q4 		$8.84M Buy
135,888
+20,048
+17% +$1.35M 3.89% 8
2024
Q3 		$8.19M Buy
115,840
+12,091
+12% +$813K 3.89% 7
2024
Q2 		$6.74M Buy
103,749
+22,910
+28% +$1.51M 3.82% 8
2024
Q1 		$5.32M Buy
80,839
+21,378
+36% +$1.33M 3.35% 8
2023
Q4 		$3.72M Buy
+59,461
New +$3.46M 3.03% 9

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
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

Squire Investment Management Company's AVDV Position: Q2 2026 in Review

Squire Investment Management Company increased its Avantis International Small Cap Value ETF (AVDV) stake by 3.5% in Q2 2026, buying an estimated $734K and bringing the position to 206,275 shares worth $21.3M. The position accounts for 5.12% of the portfolio, ranked #6.

Squire Investment Management Company first reported a position in AVDV in Q4 2023 and has held it in 11 quarters since. 711 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Squire Investment Management Company held 206,275 shares of Avantis International Small Cap Value ETF worth $21.3M as of Q2 2026.
  • Squire Investment Management Company bought 6,898 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $734K.
  • Avantis International Small Cap Value ETF made up 5.12% of Squire Investment Management Company's portfolio in Q2 2026, its #6 holding.
  • Squire Investment Management Company first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 711 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.