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Towerpoint Wealth’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Towerpoint 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
Q2 		$5.53M Buy
53,615
+31,586
+143% +$3.36M 1.91% 11
2026
Q1 		$2.2M Buy
+22,029
New +$2.25M 0.89% 26

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Towerpoint Wealth's AVDV Position: Q2 2026 in Review

Towerpoint Wealth increased its Avantis International Small Cap Value ETF (AVDV) stake by 143% in Q2 2026, buying an estimated $3.36M and bringing the position to 53,615 shares worth $5.53M. The position accounts for 1.91% of the portfolio, ranked #11.

Towerpoint Wealth first reported a position in AVDV in Q1 2026 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Towerpoint Wealth held 53,615 shares of Avantis International Small Cap Value ETF worth $5.53M as of Q2 2026.
  • Towerpoint Wealth bought 31,586 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $3.36M.
  • Avantis International Small Cap Value ETF made up 1.91% of Towerpoint Wealth's portfolio in Q2 2026, its #11 holding.
  • Towerpoint Wealth first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.