Tru Independence Asset Management 2’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Tru Independence Asset Management 2’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 Q1	$976K	Sell	9,771 -237	-2%	-$24.2K	0.6%	44
2025 Q4	$940K	Buy	10,008 +831	+9%	+$75.4K	0.59%	43
2025 Q3	$817K	Buy	9,177 +784	+9%	+$65.9K	0.54%	47
2025 Q2	$665K	Buy	+8,393	New	+$621K	0.46%	54

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

Tru Independence Asset Management 2's AVDV Position: Q1 2026 in Review

Tru Independence Asset Management 2 reduced its Avantis International Small Cap Value ETF (AVDV) stake by 2.4% in Q1 2026, selling an estimated $24.2K and leaving 9,771 shares worth $976K. The position accounts for 0.6% of the portfolio, ranked #44.

Tru Independence Asset Management 2 first reported a position in AVDV in Q2 2025 and has held it in 4 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Tru Independence Asset Management 2 held 9,771 shares of Avantis International Small Cap Value ETF worth $976K as of Q1 2026.
Tru Independence Asset Management 2 sold 237 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $24.2K.
Avantis International Small Cap Value ETF made up 0.6% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #44 holding.
Tru Independence Asset Management 2 first reported a position in Avantis International Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.