DY
AVDV icon

Dowling & Yahnke’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Dowling & Yahnke’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3.51M Buy
73,837
+12,607
+21% +$668K 0.16% 128
2022
Q2 		$3.23M Buy
+61,230
New +$3.59M 0.15% 136

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

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

Dowling & Yahnke increased its Avantis International Small Cap Value ETF (AVDV) stake by 21% in Q3 2022, buying an estimated $668K and bringing the position to 73,837 shares worth $3.51M. The position accounts for 0.16% of the portfolio, ranked #128.

Dowling & Yahnke first reported a position in AVDV in Q2 2022 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold AVDV as of Q3 2022.

  • Dowling & Yahnke held 73,837 shares of Avantis International Small Cap Value ETF worth $3.51M as of Q3 2022.
  • Dowling & Yahnke bought 12,607 Avantis International Small Cap Value ETF shares in Q3 2022, an estimated $668K.
  • Avantis International Small Cap Value ETF made up 0.16% of Dowling & Yahnke's portfolio in Q3 2022, its #128 holding.
  • Dowling & Yahnke first reported a position in Avantis International Small Cap Value ETF in Q2 2022 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2022.

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