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Diversified Portfolios Inc’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Diversified Portfolios Inc’s Portfolio AVSD Stock Details AVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$686K Hold
9,309
– – 0.06% 114
2025
Q4 		$691K Hold
9,309
– – 0.06% 112
2025
Q3 		$666K Hold
9,309
– – 0.06% 107
2025
Q2 		$629K Hold
9,309
– – 0.06% 103
2025
Q1 		$558K Sell
9,309
-2,115
-19% -$125K 0.06% 103
2024
Q4 		$636K Hold
11,424
– – 0.07% 102
2024
Q3 		$692K Hold
11,424
– – 0.08% 91
2024
Q2 		$634K Hold
11,424
– – 0.08% 93
2024
Q1 		$650K Hold
11,424
– – 0.09% 83
2023
Q4 		$616K Hold
11,424
– – 0.1% 82
2023
Q3 		$560K Hold
11,424
– – 0.11% 79
2023
Q2 		$585K Hold
11,424
– – 0.12% 79
2023
Q1 		$578K Hold
11,424
– – 0.13% 79
2022
Q4 		$538K Hold
11,424
– – 0.12% 85
2022
Q3 		$461K Buy
+11,424
New +$518K 0.12% 84

Other funds holding AVSD

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Diversified Portfolios Inc's AVSD Position: Q1 2026 in Review

Diversified Portfolios Inc held its Avantis Responsible International Equity ETF (AVSD) position steady in Q1 2026 at 9,309 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #114.

Diversified Portfolios Inc first reported a position in AVSD in Q3 2022 and has held it in 15 quarters since. The position peaked at $692K in Q3 2024. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Diversified Portfolios Inc held 9,309 shares of Avantis Responsible International Equity ETF worth $686K as of Q1 2026.
  • Diversified Portfolios Inc left its Avantis Responsible International Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible International Equity ETF made up 0.06% of Diversified Portfolios Inc's portfolio in Q1 2026, its #114 holding.
  • Diversified Portfolios Inc first reported a position in Avantis Responsible International Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Diversified Portfolios Inc's Avantis Responsible International Equity ETF position peaked at $692K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.