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

Cardinal Point Wealth Management Partners’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 Q1	$821K	Buy	14,035 +6,600	+89%	+$385K	0.25%	37
2022 Q4	$412K	Sell	7,435 -2,200	-23%	-$116K	0.14%	45
2022 Q3	$469K	Sell	9,635 -2,190	-19%	-$116K	0.22%	32
2022 Q2	$624K	Sell	11,825 -1,025	-8%	-$60.1K	0.3%	32
2022 Q1	$804K	Buy	12,850 +4,475	+53%	+$281K	0.36%	26
2021 Q4	$541K	Buy	+8,375	New	+$543K	0.23%	28

Other funds holding AVDV

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

MIAS

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

HTC

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

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

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cardinal Point Wealth Management Partners's AVDV Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 89% in Q1 2023, buying an estimated $385K and bringing the position to 14,035 shares worth $821K. The position accounts for 0.25% of the portfolio, ranked #37.

Cardinal Point Wealth Management Partners first reported a position in AVDV in Q4 2021 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold AVDV as of Q1 2023.

Cardinal Point Wealth Management Partners held 14,035 shares of Avantis International Small Cap Value ETF worth $821K as of Q1 2023.
Cardinal Point Wealth Management Partners bought 6,600 Avantis International Small Cap Value ETF shares in Q1 2023, an estimated $385K.
Avantis International Small Cap Value ETF made up 0.25% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #37 holding.
Cardinal Point Wealth Management Partners first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.