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Summit Wealth & Retirement Planning’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Summit Wealth & Retirement Planning’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 		$1.93M Buy
+19,370
New +$1.98M 0.46% 31

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 $1.86B AUM 20.41% 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

Summit Wealth & Retirement Planning's AVDV Position: Q1 2026 in Review

Summit Wealth & Retirement Planning opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q1 2026: 19,370 shares worth $1.93M. The stake represents 0.46% of the portfolio and ranks #31 among its holdings.

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

  • Summit Wealth & Retirement Planning held 19,370 shares of Avantis International Small Cap Value ETF worth $1.93M as of Q1 2026.
  • Avantis International Small Cap Value ETF was a new Summit Wealth & Retirement Planning position in Q1 2026.
  • Avantis International Small Cap Value ETF made up 0.46% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #31 holding.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.