Diversify Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Diversify Wealth Management’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12M	Buy	34,632 +4,510	+15%	+$404K	0.05%	280
2026 Q1	$2.64M	Buy	30,122 +27,717	+1,152%	+$2.41M	0.05%	299
2025 Q4	$204K	Buy	+2,405	New	+$193K	0.01%	597

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Diversify Wealth Management's AVDE Position: Q2 2026 in Review

Diversify Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 15% in Q2 2026, buying an estimated $404K and bringing the position to 34,632 shares worth $3.12M. The position accounts for 0.05% of the portfolio, ranked #280.

Diversify Wealth Management first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 729 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Diversify Wealth Management held 34,632 shares of Avantis International Equity ETF worth $3.12M as of Q2 2026.
Diversify Wealth Management bought 4,510 Avantis International Equity ETF shares in Q2 2026, an estimated $404K.
Avantis International Equity ETF made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #280 holding.
Diversify Wealth Management first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
729 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.