Fermata Advisors
AVDE icon

Fermata Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Fermata Advisors’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
2026
Q3 		$211K Hold
2,337
– – 0.04% 273
2026
Q2 		$208K Buy
+2,337
New +$210K 0.04% 257

Other funds holding AVDE

Wealth Enhancement Advisory Services
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Mission Wealth Management
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Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Fermata Advisors's AVDE Position: Q3 2026 in Review

Fermata Advisors held its Avantis International Equity ETF (AVDE) position steady in Q3 2026 at 2,337 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #273.

Fermata Advisors first reported a position in AVDE in Q2 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Fermata Advisors held 2,337 shares of Avantis International Equity ETF worth $211K as of Q3 2026.
  • Fermata Advisors left its Avantis International Equity ETF share count unchanged in Q3 2026.
  • Avantis International Equity ETF made up 0.04% of Fermata Advisors's portfolio in Q3 2026, its #273 holding.
  • Fermata Advisors first reported a position in Avantis International Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.