New Dimensions Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

New Dimensions Wealth Management’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 Q1	$471K	Hold	5,547	–	–	0.4%	15
2025 Q4	$457K	Buy	5,547 +151	+3%	+$12.1K	0.39%	16
2025 Q3	$426K	Hold	5,396	–	–	0.37%	16
2025 Q2	$399K	Hold	5,396	–	–	0.36%	16
2025 Q1	$358K	Buy	+5,396	New	+$351K	0.36%	16

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MWM

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

New Dimensions Wealth Management's AVDE Position: Q1 2026 in Review

New Dimensions Wealth Management held its Avantis International Equity ETF (AVDE) position steady in Q1 2026 at 5,547 shares worth $471K. The position accounts for 0.4% of the portfolio, ranked #15.

New Dimensions Wealth Management first reported a position in AVDE in Q1 2025 and has held it in 5 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

New Dimensions Wealth Management held 5,547 shares of Avantis International Equity ETF worth $471K as of Q1 2026.
New Dimensions Wealth Management left its Avantis International Equity ETF share count unchanged in Q1 2026.
Avantis International Equity ETF made up 0.4% of New Dimensions Wealth Management's portfolio in Q1 2026, its #15 holding.
New Dimensions Wealth Management first reported a position in Avantis International Equity ETF in Q1 2025 and has held it in 5 quarters since.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on New Dimensions Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.