Financial Symmetry’s Avantis International Equity ETF AVDE Stock Holding History

Financial Symmetry’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 Q2	$12.8M	Sell	143,387 -4,459	-3%	-$400K	4.27%	6
2026 Q1	$13.3M	Buy	147,846 +10,164	+7%	+$883K	4.71%	6
2025 Q4	$11.3M	Buy	137,682 +807	+0.6%	+$64.7K	4.62%	6
2025 Q3	$10.8M	Sell	136,875 -2,404	-2%	-$183K	4.84%	4
2025 Q2	$10.3M	Buy	139,279 +12,212	+10%	+$854K	5.32%	4
2025 Q1	$8.42M	Buy	127,067 +3,648	+3%	+$237K	5.17%	5
2024 Q4	$7.57M	Buy	123,419 +38,480	+45%	+$2.46M	5.13%	6
2024 Q3	$5.69M	Buy	84,939 +586	+0.7%	+$37.7K	3.98%	6
2024 Q2	$5.25M	Buy	84,353 +263	+0.3%	+$16.7K	4.08%	6
2024 Q1	$5.36M	Sell	84,090 -340	-0.4%	-$20.7K	4.69%	6
2023 Q4	$4.97M	Buy	+84,430	New	+$4.78M	4.89%	6

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Financial Symmetry's AVDE Position: Q2 2026 in Review

Financial Symmetry reduced its Avantis International Equity ETF (AVDE) stake by 3% in Q2 2026, selling an estimated $400K and leaving 143,387 shares worth $12.8M. The position accounts for 4.27% of the portfolio, ranked #6.

Financial Symmetry first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q1 2026. 370 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Financial Symmetry held 143,387 shares of Avantis International Equity ETF worth $12.8M as of Q2 2026.
Financial Symmetry sold 4,459 Avantis International Equity ETF shares in Q2 2026, an estimated $400K.
Avantis International Equity ETF made up 4.27% of Financial Symmetry's portfolio in Q2 2026, its #6 holding.
Financial Symmetry first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
Financial Symmetry's Avantis International Equity ETF position peaked at $13.3M in Q1 2026.
370 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.