True Wealth Design’s Avantis International Equity ETF AVDE Stock Holding History

True Wealth Design’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 Q2	$5.33M	Sell	59,730 -700	-1%	-$62.8K	1.27%	11
2026 Q1	$5.13M	Buy	60,430 +61	+0.1%	+$5.3K	1.42%	11
2025 Q4	$4.97M	Sell	60,369 -3,943	-6%	-$316K	1.46%	11
2025 Q3	$5.07M	Sell	64,312 -2,593	-4%	-$197K	1.55%	11
2025 Q2	$4.95M	Buy	66,905 +2,635	+4%	+$184K	1.74%	11
2025 Q1	$4.26M	Sell	64,270 -2,422	-4%	-$158K	1.62%	8
2024 Q4	$4.09M	Buy	66,692 +13,493	+25%	+$863K	1.59%	8
2024 Q3	$3.57M	Sell	53,199 -52,639	-50%	-$3.38M	1.39%	9
2024 Q2	$6.59M	Sell	105,838 -3,937	-4%	-$250K	1.63%	10
2024 Q1	$7M	Sell	109,775 -879	-0.8%	-$53.5K	1.74%	10
2023 Q4	$6.69M	Sell	110,654 -2,728	-2%	-$154K	1.88%	10
2023 Q3	$6.31M	Buy	113,382 +8,117	+8%	+$466K	2.11%	10
2023 Q2	$6.04M	Sell	105,265 -2,169	-2%	-$125K	2.21%	9
2023 Q1	$6.13M	Sell	107,434 -1,732	-2%	-$97.6K	2.57%	8
2022 Q4	$5.81M	Buy	+109,166	New	+$5.56M	2.69%	7

Other funds holding AVDE

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

True Wealth Design's AVDE Position: Q2 2026 in Review

True Wealth Design reduced its Avantis International Equity ETF (AVDE) stake by 1.2% in Q2 2026, selling an estimated $62.8K and leaving 59,730 shares worth $5.33M. The position accounts for 1.27% of the portfolio, ranked #11.

True Wealth Design first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $7M in Q1 2024. 142 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

True Wealth Design held 59,730 shares of Avantis International Equity ETF worth $5.33M as of Q2 2026.
True Wealth Design sold 700 Avantis International Equity ETF shares in Q2 2026, an estimated $62.8K.
Avantis International Equity ETF made up 1.27% of True Wealth Design's portfolio in Q2 2026, its #11 holding.
True Wealth Design first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Avantis International Equity ETF position peaked at $7M in Q1 2024.
142 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.