Towerpoint Wealth
AVDV icon

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
Q3 		$8.79M Buy
80,360
+26,745
+50% +$2.9M 3.09% 8
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

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Towerpoint Wealth's AVDV Position: Q3 2026 in Review

Towerpoint Wealth increased its Avantis International Small Cap Value ETF (AVDV) stake by 50% in Q3 2026, buying an estimated $2.9M and bringing the position to 80,360 shares worth $8.79M. The position accounts for 3.09% of the portfolio, ranked #8.

Towerpoint Wealth first reported a position in AVDV in Q1 2026 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Towerpoint Wealth held 80,360 shares of Avantis International Small Cap Value ETF worth $8.79M as of Q3 2026.
  • Towerpoint Wealth bought 26,745 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $2.9M.
  • Avantis International Small Cap Value ETF made up 3.09% of Towerpoint Wealth's portfolio in Q3 2026, its #8 holding.
  • Towerpoint Wealth first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.