XY Planning Network
AVDV icon

XY Planning Network’s Avantis International Small Cap Value ETF AVDV Stock Holding History

XY Planning Network’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 		$12.3M Buy
112,267
+31,312
+39% +$3.39M 1.32% 19
2026
Q2 		$8.34M Buy
80,955
+12,642
+19% +$1.35M 1.05% 25
2026
Q1 		$6.95M Buy
68,313
+4,585
+7% +$468K 1.11% 22
2025
Q4 		$5.99M Buy
63,728
+3,105
+5% +$282K 1.04% 24
2025
Q3 		$4.81M Hold
60,623
– – 1.64% 14
2025
Q2 		$4.81M Sell
60,623
-5,897
-9% -$436K 1.64% 14
2025
Q1 		$4.64M Sell
66,520
-6,426
-9% -$436K 3.09% 7
2024
Q4 		$4.75M Buy
+72,946
New +$4.91M 3.57% 6

Other funds holding AVDV

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Emprise Bank
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
Define Financial
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

XY Planning Network's AVDV Position: Q3 2026 in Review

XY Planning Network increased its Avantis International Small Cap Value ETF (AVDV) stake by 39% in Q3 2026, buying an estimated $3.39M and bringing the position to 112,267 shares worth $12.3M. The position accounts for 1.32% of the portfolio, ranked #19.

XY Planning Network first reported a position in AVDV in Q4 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • XY Planning Network held 112,267 shares of Avantis International Small Cap Value ETF worth $12.3M as of Q3 2026.
  • XY Planning Network bought 31,312 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $3.39M.
  • Avantis International Small Cap Value ETF made up 1.32% of XY Planning Network's portfolio in Q3 2026, its #19 holding.
  • XY Planning Network first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 258 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.