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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
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% +$9.78K 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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 $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Stone Summit Wealth's AVDV Position: Q1 2026 in Review

Stone Summit Wealth reduced its Avantis International Small Cap Value ETF (AVDV) stake by 2.1% in Q1 2026, selling an estimated $117K and leaving 52,915 shares worth $5.28M. The position accounts for 1.47% of the portfolio, ranked #18.

Stone Summit Wealth first reported a position in AVDV in Q4 2021 and has held it in 17 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Stone Summit Wealth held 52,915 shares of Avantis International Small Cap Value ETF worth $5.28M as of Q1 2026.
  • Stone Summit Wealth sold 1,151 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $117K.
  • Avantis International Small Cap Value ETF made up 1.47% of Stone Summit Wealth's portfolio in Q1 2026, its #18 holding.
  • Stone Summit Wealth first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and has held it in 17 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.