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

Summit Financial’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	$5.24M	Buy	+52,432	New	+$5.35M	0.07%	299

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Summit Financial's AVDV Position: Q1 2026 in Review

Summit Financial opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q1 2026: 52,432 shares worth $5.24M. The stake represents 0.07% of the portfolio and ranks #299 among its holdings.

655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Summit Financial held 52,432 shares of Avantis International Small Cap Value ETF worth $5.24M as of Q1 2026.
Avantis International Small Cap Value ETF was a new Summit Financial position in Q1 2026.
Avantis International Small Cap Value ETF made up 0.07% of Summit Financial's portfolio in Q1 2026, its #299 holding.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.