True Wealth Design
AVDE icon

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
Q3 		$5.15M Sell
57,168
-2,562
-4% -$236K 1.21% 11
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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
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
Atwood & Palmer
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
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

True Wealth Design's AVDE Position: Q3 2026 in Review

True Wealth Design reduced its Avantis International Equity ETF (AVDE) stake by 4.3% in Q3 2026, selling an estimated $236K and leaving 57,168 shares worth $5.15M. The position accounts for 1.21% of the portfolio, ranked #11.

True Wealth Design first reported a position in AVDE in Q4 2022 and has held it in 16 quarters since. The position peaked at $7M in Q1 2024. 174 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • True Wealth Design held 57,168 shares of Avantis International Equity ETF worth $5.15M as of Q3 2026.
  • True Wealth Design sold 2,562 Avantis International Equity ETF shares in Q3 2026, an estimated $236K.
  • Avantis International Equity ETF made up 1.21% of True Wealth Design's portfolio in Q3 2026, its #11 holding.
  • True Wealth Design first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Avantis International Equity ETF position peaked at $7M in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.