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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
Q2 		$2.36M Buy
22,942
+3,572
+18% +$380K 0.5% 30
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 $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Summit Wealth & Retirement Planning's AVDV Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Avantis International Small Cap Value ETF (AVDV) stake by 18% in Q2 2026, buying an estimated $380K and bringing the position to 22,942 shares worth $2.36M. The position accounts for 0.5% of the portfolio, ranked #30.

Summit Wealth & Retirement Planning first reported a position in AVDV in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Summit Wealth & Retirement Planning held 22,942 shares of Avantis International Small Cap Value ETF worth $2.36M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 3,572 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $380K.
  • Avantis International Small Cap Value ETF made up 0.5% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #30 holding.
  • Summit Wealth & Retirement Planning first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.