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Lutz Financial Services’s Avantis International Equity ETF AVDE Stock Holding History

Lutz Financial Services’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 		$12.9M Sell
144,861
-2,824
-2% -$253K 0.79% 34
2026
Q1 		$12.5M Sell
147,685
-6,637
-4% -$577K 0.84% 32
2025
Q4 		$12.7M Sell
154,322
-1,544
-1% -$124K 0.86% 31
2025
Q3 		$12.3M Sell
155,866
-2,347
-1% -$179K 0.89% 31
2025
Q2 		$11.7M Buy
158,213
+14,512
+10% +$1.01M 0.91% 31
2025
Q1 		$9.52M Sell
143,701
-834
-0.6% -$54.2K 0.78% 34
2024
Q4 		$8.87M Buy
144,535
+92
+0.1% +$5.89K 0.72% 34
2024
Q3 		$9.68M Buy
144,443
+1,018
+0.7% +$65.4K 0.79% 33
2024
Q2 		$8.93M Sell
143,425
-677
-0.5% -$43K 0.78% 33
2024
Q1 		$9.19M Sell
144,102
-1,449
-1% -$88.2K 0.8% 33
2023
Q4 		$8.8M Buy
145,551
+23,552
+19% +$1.33M 0.83% 33
2023
Q3 		$6.79M Buy
121,999
+853
+0.7% +$49K 0.74% 33
2023
Q2 		$6.95M Sell
121,146
-283
-0.2% -$16.3K 0.75% 32
2023
Q1 		$6.93M Buy
121,429
+6,615
+6% +$373K 0.79% 32
2022
Q4 		$6.11M Buy
+114,814
New +$5.85M 0.75% 33

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lutz Financial Services's AVDE Position: Q2 2026 in Review

Lutz Financial Services reduced its Avantis International Equity ETF (AVDE) stake by 1.9% in Q2 2026, selling an estimated $253K and leaving 144,861 shares worth $12.9M. The position accounts for 0.79% of the portfolio, ranked #34.

Lutz Financial Services first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Lutz Financial Services held 144,861 shares of Avantis International Equity ETF worth $12.9M as of Q2 2026.
  • Lutz Financial Services sold 2,824 Avantis International Equity ETF shares in Q2 2026, an estimated $253K.
  • Avantis International Equity ETF made up 0.79% of Lutz Financial Services's portfolio in Q2 2026, its #34 holding.
  • Lutz Financial Services first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.