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

TFC Financial Management’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
2025
Q2 		– Sell
-1,000
Closed -$69.7K – 986
2025
Q1 		$69.7K Buy
+1,000
New +$67.9K 0.01% 227

Other funds holding AVDV

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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

TFC Financial Management's AVDV Position: Q2 2025 in Review

TFC Financial Management sold out of Avantis International Small Cap Value ETF (AVDV) in Q2 2025, closing a stake of 1,000 shares — an estimated $69.7K sold.

TFC Financial Management first reported a position in AVDV in Q1 2025 and held it in 1 quarter. The position peaked at $69.7K in Q1 2025. 475 funds tracked by Wall St. Rank hold AVDV as of Q2 2025.

  • TFC Financial Management reported no remaining Avantis International Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1,000 Avantis International Small Cap Value ETF shares in Q2 2025, an estimated $69.7K.
  • TFC Financial Management first reported a position in Avantis International Small Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • TFC Financial Management's Avantis International Small Cap Value ETF position peaked at $69.7K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.