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

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

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

Dogwood Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 0.2% in Q2 2026, buying an estimated $269 and bringing the position to 1,480 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #93.

Dogwood Wealth Management first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. 729 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Dogwood Wealth Management held 1,480 shares of Avantis International Equity ETF worth $132K as of Q2 2026.
Dogwood Wealth Management bought 3 Avantis International Equity ETF shares in Q2 2026, an estimated $269.
Avantis International Equity ETF made up 0.05% of Dogwood Wealth Management's portfolio in Q2 2026, its #93 holding.
Dogwood Wealth Management first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
729 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.