SSWM
AVDE icon

Sheets Smith Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Sheets Smith 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
Q3 		$414K Buy
4,597
+2,166
+89% +$199K 0.04% 313
2026
Q2 		$217K Buy
+2,431
New +$218K 0.02% 390

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Sheets Smith Wealth Management's AVDE Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 89% in Q3 2026, buying an estimated $199K and bringing the position to 4,597 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #313.

Sheets Smith Wealth Management first reported a position in AVDE in Q2 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Sheets Smith Wealth Management held 4,597 shares of Avantis International Equity ETF worth $414K as of Q3 2026.
  • Sheets Smith Wealth Management bought 2,166 Avantis International Equity ETF shares in Q3 2026, an estimated $199K.
  • Avantis International Equity ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #313 holding.
  • Sheets Smith Wealth Management first reported a position in Avantis International Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.