Cardinal Point Capital Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cardinal Point Capital Management’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 Q1	–	Sell	-10,910	Closed	-$682K	–	73
2023 Q4	$682K	Buy	10,910 +840	+8%	+$48.9K	0.16%	31
2023 Q3	$583K	Buy	10,070 +1,844	+22%	+$109K	0.15%	39
2023 Q2	$473K	Sell	8,226 -5,809	-41%	-$340K	0.14%	44
2023 Q1	$821K	Buy	14,035 +6,600	+89%	+$385K	0.25%	37
2022 Q4	$412K	Buy	+7,435	New	+$393K	0.14%	45

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

BSW

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

FPAS

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 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

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

Cardinal Point Capital Management's AVDV Position: Q1 2024 in Review

Cardinal Point Capital Management sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2024, closing a stake of 10,910 shares — an estimated $682K sold.

Cardinal Point Capital Management first reported a position in AVDV in Q4 2022 and held it in 5 quarters. The position peaked at $821K in Q1 2023. 333 funds tracked by Wall St. Rank hold AVDV as of Q1 2024.

Cardinal Point Capital Management reported no remaining Avantis International Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Point Capital Management sold 10,910 Avantis International Small Cap Value ETF shares in Q1 2024, an estimated $682K.
Cardinal Point Capital Management first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and held it in 5 quarters.
Cardinal Point Capital Management's Avantis International Small Cap Value ETF position peaked at $821K in Q1 2023.
333 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2024.

Based on Cardinal Point Capital Management's 13F filing for Q1 2024, filed 24 Apr 2024.