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

Dopkins 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
2023
Q1 		– Sell
-23,819
Closed -$1.27M – 40
2022
Q4 		$1.27M Buy
23,819
+2,181
+10% +$111K 1.12% 15
2022
Q3 		$987K Buy
+21,638
New +$1.1M 1.11% 13

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Dopkins Wealth Management's AVDE Position: Q1 2023 in Review

Dopkins Wealth Management sold out of Avantis International Equity ETF (AVDE) in Q1 2023, closing a stake of 23,819 shares — an estimated $1.27M sold.

Dopkins Wealth Management first reported a position in AVDE in Q3 2022 and held it in 2 quarters. The position peaked at $1.27M in Q4 2022. 223 funds tracked by Wall St. Rank hold AVDE as of Q1 2023.

  • Dopkins Wealth Management reported no remaining Avantis International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Dopkins Wealth Management sold 23,819 Avantis International Equity ETF shares in Q1 2023, an estimated $1.27M.
  • Dopkins Wealth Management first reported a position in Avantis International Equity ETF in Q3 2022 and held it in 2 quarters.
  • Dopkins Wealth Management's Avantis International Equity ETF position peaked at $1.27M in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2023.

Based on Dopkins Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.