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Dowling & Yahnke’s Avantis International Equity ETF AVDE Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$1.39M Buy
30,432
+18,980
+166% +$966K 0.06% 203
2022
Q2 		$584K Buy
+11,452
New +$643K 0.03% 261

Other funds holding AVDE

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Dowling & Yahnke's AVDE Position: Q3 2022 in Review

Dowling & Yahnke increased its Avantis International Equity ETF (AVDE) stake by 166% in Q3 2022, buying an estimated $966K and bringing the position to 30,432 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #203.

Dowling & Yahnke first reported a position in AVDE in Q2 2022 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold AVDE as of Q3 2022.

  • Dowling & Yahnke held 30,432 shares of Avantis International Equity ETF worth $1.39M as of Q3 2022.
  • Dowling & Yahnke bought 18,980 Avantis International Equity ETF shares in Q3 2022, an estimated $966K.
  • Avantis International Equity ETF made up 0.06% of Dowling & Yahnke's portfolio in Q3 2022, its #203 holding.
  • Dowling & Yahnke first reported a position in Avantis International Equity ETF in Q2 2022 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.