True Wealth Design
AVDV icon

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

True Wealth Design’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 		$6.89K Hold
63
– – ﹤0.01% 1214
2026
Q2 		$6.49K Buy
+63
New +$6.71K ﹤0.01% 1222

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

True Wealth Design's AVDV Position: Q3 2026 in Review

True Wealth Design held its Avantis International Small Cap Value ETF (AVDV) position steady in Q3 2026 at 63 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

True Wealth Design first reported a position in AVDV in Q2 2026 and has held it in 2 quarters since. 499 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • True Wealth Design held 63 shares of Avantis International Small Cap Value ETF worth $6.89K as of Q3 2026.
  • True Wealth Design left its Avantis International Small Cap Value ETF share count unchanged in Q3 2026.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1214 holding.
  • True Wealth Design first reported a position in Avantis International Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 499 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

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