FIC
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Family Investment Center’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Family Investment Center’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
2024
Q2 		– Sell
-14,410
Closed -$949K – 85
2024
Q1 		$949K Buy
+14,410
New +$898K 0.31% 34

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Family Investment Center's AVDV Position: Q2 2024 in Review

Family Investment Center sold out of Avantis International Small Cap Value ETF (AVDV) in Q2 2024, closing a stake of 14,410 shares — an estimated $949K sold.

Family Investment Center first reported a position in AVDV in Q1 2024 and held it in 1 quarter. The position peaked at $949K in Q1 2024. 331 funds tracked by Wall St. Rank hold AVDV as of Q2 2024.

  • Family Investment Center reported no remaining Avantis International Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Family Investment Center sold 14,410 Avantis International Small Cap Value ETF shares in Q2 2024, an estimated $949K.
  • Family Investment Center first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Family Investment Center's Avantis International Small Cap Value ETF position peaked at $949K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2024.

Based on Family Investment Center's 13F filing for Q2 2024, filed 19 Jul 2024.