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

True Wealth Design’s Portfolio AVSD Stock Details AVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$192K Buy
2,409
+600
+33% +$48.9K 0.05% 131
2026
Q2 		$145K Buy
1,809
+298
+20% +$23.5K 0.03% 164
2026
Q1 		$111K Buy
1,511
+155
+11% +$11.9K 0.03% 185
2025
Q4 		$101K Sell
1,356
-17
-1% -$1.23K 0.03% 186
2025
Q3 		$98.2K Hold
1,373
– – 0.03% 168
2025
Q2 		$92.8K Sell
1,373
-161
-10% -$10.3K 0.03% 116
2025
Q1 		$92K Buy
1,534
+1,357
+767% +$80.2K 0.04% 102
2024
Q4 		$9.9K Buy
177
+34
+24% +$1.97K ﹤0.01% 425
2024
Q3 		$8.66K Hold
143
– – ﹤0.01% 449
2024
Q2 		$7.94K Hold
143
– – ﹤0.01% 251
2024
Q1 		$8.14K Buy
+143
New +$7.78K ﹤0.01% 254

Other funds holding AVSD

HFA
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
VWM
Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

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

True Wealth Design increased its Avantis Responsible International Equity ETF (AVSD) stake by 33% in Q3 2026, buying an estimated $48.9K and bringing the position to 2,409 shares worth $192K. The position accounts for 0.05% of the portfolio, ranked #131.

True Wealth Design first reported a position in AVSD in Q1 2024 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold AVSD as of Q3 2026.

  • True Wealth Design held 2,409 shares of Avantis Responsible International Equity ETF worth $192K as of Q3 2026.
  • True Wealth Design bought 600 Avantis Responsible International Equity ETF shares in Q3 2026, an estimated $48.9K.
  • Avantis Responsible International Equity ETF made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #131 holding.
  • True Wealth Design first reported a position in Avantis Responsible International Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • 14 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q3 2026.

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