Bridge Advisory’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Bridge Advisory’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
2024 Q3	$1.65M	Sell	23,319 -312	-1%	-$21K	0.78%	40
2024 Q2	$1.53M	Sell	23,631 -1,593	-6%	-$105K	0.76%	40
2024 Q1	$1.66M	Sell	25,224 -5,819	-19%	-$363K	0.82%	39
2023 Q4	$1.94M	Sell	31,043 -9,988	-24%	-$582K	0.97%	33
2023 Q3	$2.37M	Sell	41,031 -1,357	-3%	-$80.1K	0.83%	33
2023 Q2	$2.44M	Buy	42,388 +4	+0%	+$234	0.9%	31
2023 Q1	$2.48M	Buy	+42,384	New	+$2.47M	0.96%	28

Other funds holding AVDV

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bridge Advisory's AVDV Position: Q3 2024 in Review

Bridge Advisory reduced its Avantis International Small Cap Value ETF (AVDV) stake by 1.3% in Q3 2024, selling an estimated $21K and leaving 23,319 shares worth $1.65M. The position accounts for 0.78% of the portfolio, ranked #40.

Bridge Advisory first reported a position in AVDV in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.48M in Q1 2023. 364 funds tracked by Wall St. Rank hold AVDV as of Q3 2024.

Bridge Advisory held 23,319 shares of Avantis International Small Cap Value ETF worth $1.65M as of Q3 2024.
Bridge Advisory sold 312 Avantis International Small Cap Value ETF shares in Q3 2024, an estimated $21K.
Avantis International Small Cap Value ETF made up 0.78% of Bridge Advisory's portfolio in Q3 2024, its #40 holding.
Bridge Advisory first reported a position in Avantis International Small Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
Bridge Advisory's Avantis International Small Cap Value ETF position peaked at $2.48M in Q1 2023.
364 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.