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

Stone Summit 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
Q3 		$5.74M Buy
52,444
+723
+1% +$78.4K 1.55% 19
2026
Q2 		$5.33M Sell
51,721
-1,194
-2% -$127K 1.35% 23
2026
Q1 		$5.28M Sell
52,915
-1,151
-2% -$117K 1.47% 18
2025
Q4 		$5.08M Buy
54,066
+674
+1% +$61.1K 1.38% 19
2025
Q3 		$4.75M Buy
53,392
+1,466
+3% +$123K 1.35% 22
2025
Q2 		$4.12M Sell
51,926
-4,800
-8% -$355K 1.28% 23
2025
Q1 		$3.96M Buy
56,726
+144
+0.3% +$9.8K 1.34% 23
2024
Q4 		$3.68M Sell
56,582
-1,457
-3% -$98.2K 1.24% 26
2024
Q3 		$4.1M Buy
+58,039
New +$3.9M 1.32% 24
2024
Q2 		– Sell
-55,931
Closed -$3.68M – 138
2024
Q1 		$3.68M Buy
55,931
+2,575
+5% +$161K 1.28% 23
2023
Q4 		$3.33M Buy
53,356
+2,859
+6% +$166K 1.28% 23
2023
Q3 		$2.92M Buy
50,497
+2,624
+5% +$155K 1.25% 24
2023
Q2 		$2.76M Buy
47,873
+3,006
+7% +$176K 1.14% 25
2023
Q1 		$2.62M Buy
44,867
+6,563
+17% +$383K 1.17% 26
2022
Q4 		$2.12M Buy
38,304
+3,795
+11% +$201K 1.04% 31
2022
Q3 		$1.64M Buy
34,509
+4,639
+16% +$246K 1.01% 35
2022
Q2 		$1.58M Buy
29,870
+6,711
+29% +$394K 0.94% 38
2022
Q1 		$1.47M Buy
23,159
+1,503
+7% +$94.5K 0.82% 39
2021
Q4 		$1.4M Buy
+21,656
New +$1.41M 1.13% 34

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
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
DF
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stone Summit Wealth's AVDV Position: Q3 2026 in Review

Stone Summit Wealth increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.4% in Q3 2026, buying an estimated $78.4K and bringing the position to 52,444 shares worth $5.74M. The position accounts for 1.55% of the portfolio, ranked #19.

Stone Summit Wealth first reported a position in AVDV in Q4 2021 and has held it in 19 quarters since. 174 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Stone Summit Wealth held 52,444 shares of Avantis International Small Cap Value ETF worth $5.74M as of Q3 2026.
  • Stone Summit Wealth bought 723 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $78.4K.
  • Avantis International Small Cap Value ETF made up 1.55% of Stone Summit Wealth's portfolio in Q3 2026, its #19 holding.
  • Stone Summit Wealth first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 174 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.