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

Bridgeworth’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
2023 Q4	$386K	Buy	+6,170	New	+$359K	0.04%	122

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

MIAS

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

HTC

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

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

Bridgeworth's AVDV Position: Q4 2023 in Review

Bridgeworth opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q4 2023: 6,170 shares worth $386K. The stake represents 0.04% of the portfolio and ranks #122 among its holdings.

316 funds tracked by Wall St. Rank hold AVDV as of Q4 2023.

Bridgeworth held 6,170 shares of Avantis International Small Cap Value ETF worth $386K as of Q4 2023.
Avantis International Small Cap Value ETF was a new Bridgeworth position in Q4 2023.
Avantis International Small Cap Value ETF made up 0.04% of Bridgeworth's portfolio in Q4 2023, its #122 holding.
316 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.