SRH Advisors
AVDV icon

SRH Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

SRH Advisors’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 		$238K Hold
2,172
– – 0.06% 62
2026
Q2 		$224K Hold
2,172
– – 0.06% 68
2026
Q1 		$217K Hold
2,172
– – 0.06% 59
2025
Q4 		$204K Buy
2,172
+426
+24% +$38.6K 0.06% 59
2025
Q3 		$155K Buy
+1,746
New +$147K 0.05% 76

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

SRH Advisors's AVDV Position: Q3 2026 in Review

SRH Advisors held its Avantis International Small Cap Value ETF (AVDV) position steady in Q3 2026 at 2,172 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #62.

SRH Advisors first reported a position in AVDV in Q3 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • SRH Advisors held 2,172 shares of Avantis International Small Cap Value ETF worth $238K as of Q3 2026.
  • SRH Advisors left its Avantis International Small Cap Value ETF share count unchanged in Q3 2026.
  • Avantis International Small Cap Value ETF made up 0.06% of SRH Advisors's portfolio in Q3 2026, its #62 holding.
  • SRH Advisors first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 559 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.