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

Dogwood 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	$132K	Buy	1,480 +3	+0.2%	+$269	0.05%	93
2026 Q1	$125K	Sell	1,477 -43	-3%	-$3.74K	0.05%	106
2025 Q4	$125K	Sell	1,520 -29	-2%	-$2.33K	0.06%	97
2025 Q3	$122K	Buy	1,549 +1,366	+746%	+$104K	0.06%	99
2025 Q2	$13.5K	Sell	183 -47	-20%	-$3.29K	0.01%	223
2025 Q1	$15.2K	Sell	230 -9	-4%	-$585	0.01%	172
2024 Q4	$14.7K	Sell	239 -954	-80%	-$61.1K	0.01%	170
2024 Q3	$80K	Buy	1,193 +42	+4%	+$2.7K	0.05%	106
2024 Q2	$71.7K	Sell	1,151 -166	-13%	-$10.5K	0.04%	106
2024 Q1	$83.9K	Sell	1,317 -405	-24%	-$24.6K	0.06%	117
2023 Q4	$104K	Buy	+1,722	New	+$97.5K	0.08%	96

Other funds holding AVDE

Wealth Enhancement Advisory Services

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return