Highland Financial Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Highland Financial 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 Q2	$36.1M	Buy	405,093 +161,373	+66%	+$14.5M	7.95%	6
2026 Q1	$20.7M	Buy	243,720 +11,423	+5%	+$993K	5.46%	8
2025 Q4	$19.1M	Sell	232,297 -348	-0.1%	-$27.9K	5.3%	8
2025 Q3	$18.4M	Buy	232,645 +5,831	+3%	+$444K	5.26%	8
2025 Q2	$16.8M	Sell	226,814 -25,268	-10%	-$1.77M	5.39%	7
2025 Q1	$16.7M	Sell	252,082 -74,149	-23%	-$4.82M	5.98%	7
2024 Q4	$20M	Buy	326,231 +15,635	+5%	+$1M	6.94%	6
2024 Q3	$20.8M	Buy	310,596 +11,903	+4%	+$765K	7.4%	6
2024 Q2	$18.6M	Buy	298,693 +40,746	+16%	+$2.59M	6.92%	6
2024 Q1	$16.4M	Buy	257,947 +8,425	+3%	+$513K	6.58%	6
2023 Q4	$15.1M	Buy	249,522 +22,821	+10%	+$1.29M	6.56%	6
2023 Q3	$12.6M	Buy	226,701 +14,714	+7%	+$846K	6.53%	7
2023 Q2	$12.2M	Buy	211,987 +68,585	+48%	+$3.96M	6.27%	6
2023 Q1	$8.18M	Buy	143,402 +2,247	+2%	+$127K	4.44%	9
2022 Q4	$7.51M	Buy	141,155 +33,070	+31%	+$1.68M	4.42%	10
2022 Q3	$4.93M	Buy	108,085 +940	+0.9%	+$47.8K	3.42%	11
2022 Q2	$5.46M	Buy	+107,145	New	+$6.02M	3.74%	10

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Highland Financial Advisors's AVDE Position: Q2 2026 in Review

Highland Financial Advisors increased its Avantis International Equity ETF (AVDE) stake by 66% in Q2 2026, buying an estimated $14.5M and bringing the position to 405,093 shares worth $36.1M. The position accounts for 7.95% of the portfolio, ranked #6.

Highland Financial Advisors first reported a position in AVDE in Q2 2022 and has held it in 17 quarters since. 214 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Highland Financial Advisors held 405,093 shares of Avantis International Equity ETF worth $36.1M as of Q2 2026.
Highland Financial Advisors bought 161,373 Avantis International Equity ETF shares in Q2 2026, an estimated $14.5M.
Avantis International Equity ETF made up 7.95% of Highland Financial Advisors's portfolio in Q2 2026, its #6 holding.
Highland Financial Advisors first reported a position in Avantis International Equity ETF in Q2 2022 and has held it in 17 quarters since.
214 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.