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Portfolio Solutions’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Portfolio Solutions’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3.76M Buy
79,160
+28,834
+57% +$1.53M 0.47% 25
2022
Q2 		$2.65M Buy
50,326
+30,422
+153% +$1.78M 0.34% 26
2022
Q1 		$1.25M Buy
+19,904
New +$1.25M 0.16% 23

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Portfolio Solutions's AVDV Position: Q3 2022 in Review

Portfolio Solutions increased its Avantis International Small Cap Value ETF (AVDV) stake by 57% in Q3 2022, buying an estimated $1.53M and bringing the position to 79,160 shares worth $3.76M. The position accounts for 0.47% of the portfolio, ranked #25.

Portfolio Solutions first reported a position in AVDV in Q1 2022 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold AVDV as of Q3 2022.

  • Portfolio Solutions held 79,160 shares of Avantis International Small Cap Value ETF worth $3.76M as of Q3 2022.
  • Portfolio Solutions bought 28,834 Avantis International Small Cap Value ETF shares in Q3 2022, an estimated $1.53M.
  • Avantis International Small Cap Value ETF made up 0.47% of Portfolio Solutions's portfolio in Q3 2022, its #25 holding.
  • Portfolio Solutions first reported a position in Avantis International Small Cap Value ETF in Q1 2022 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.