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

Trellis Wealth Advisors’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 		$228K Buy
2,211
+27
+1% +$2.87K 0.08% 45
2026
Q1 		$218K Buy
+2,184
New +$223K 0.08% 43

Other funds holding AVDV

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
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
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
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Trellis Wealth Advisors's AVDV Position: Q2 2026 in Review

Trellis Wealth Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.2% in Q2 2026, buying an estimated $2.87K and bringing the position to 2,211 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #45.

Trellis Wealth Advisors first reported a position in AVDV in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Trellis Wealth Advisors held 2,211 shares of Avantis International Small Cap Value ETF worth $228K as of Q2 2026.
  • Trellis Wealth Advisors bought 27 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $2.87K.
  • Avantis International Small Cap Value ETF made up 0.08% of Trellis Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Trellis Wealth Advisors first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.