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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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Relaxing Retirement Coach's AVDV Position: Q2 2023 in Review

Relaxing Retirement Coach opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2023: 5,723 shares worth $329K. The stake represents 0.1% of the portfolio and ranks #59 among its holdings.

242 funds tracked by Wall St. Rank hold AVDV as of Q2 2023.

  • Relaxing Retirement Coach held 5,723 shares of Avantis International Small Cap Value ETF worth $329K as of Q2 2023.
  • Avantis International Small Cap Value ETF was a new Relaxing Retirement Coach position in Q2 2023.
  • Avantis International Small Cap Value ETF made up 0.1% of Relaxing Retirement Coach's portfolio in Q2 2023, its #59 holding.
  • 242 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.