Relaxing Retirement Coach’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Relaxing Retirement Coach’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
2023 Q2	$329K	Buy	+5,723	New	+$335K	0.1%	59

Other funds holding AVDV

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

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return