DWM
AVDS icon

Dogwood Wealth Management’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Dogwood Wealth Management’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Hold
1,561
– – 0.05% 97
2026
Q1 		$112K Sell
1,561
-60
-4% -$4.47K 0.05% 111
2025
Q4 		$113K Buy
1,621
+6
+0.4% +$407 0.05% 101
2025
Q3 		$109K Buy
+1,615
New +$105K 0.05% 102

Other funds holding AVDS

AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

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

Dogwood Wealth Management held its Avantis International Small Cap Equity ETF (AVDS) position steady in Q2 2026 at 1,561 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #97.

Dogwood Wealth Management first reported a position in AVDS in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Dogwood Wealth Management held 1,561 shares of Avantis International Small Cap Equity ETF worth $117K as of Q2 2026.
  • Dogwood Wealth Management left its Avantis International Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis International Small Cap Equity ETF made up 0.05% of Dogwood Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Dogwood Wealth Management first reported a position in Avantis International Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

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