Truepoint Inc’s Avantis International Equity ETF AVDE Stock Holding History

Truepoint Inc’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 Q1	$1.38M	Sell	16,250 -684	-4%	-$59.4K	0.03%	65
2025 Q4	$1.39M	Sell	16,934 -281	-2%	-$22.5K	0.03%	65
2025 Q3	$1.36M	Buy	17,215 +56	+0.3%	+$4.26K	0.03%	64
2025 Q2	$1.27M	Sell	17,159 -695	-4%	-$48.6K	0.03%	64
2025 Q1	$1.18M	Sell	17,854 -923	-5%	-$60K	0.03%	64
2024 Q4	$1.15M	Buy	18,777 +3,088	+20%	+$198K	0.03%	61
2024 Q3	$1.05M	Buy	15,689 +1,514	+11%	+$97.3K	0.03%	63
2024 Q2	$883K	Buy	14,175 +1,949	+16%	+$124K	0.03%	61
2024 Q1	$779K	Sell	12,226 -1,425	-10%	-$86.7K	0.02%	70
2023 Q4	$825K	Buy	13,651 +9	+0.1%	+$510	0.02%	91
2023 Q3	$759K	Hold	13,642	–	–	0.02%	91
2023 Q2	$783K	Hold	13,642	–	–	0.03%	78
2023 Q1	$778K	Hold	13,642	–	–	0.03%	75
2022 Q4	$726K	Buy	+13,642	New	+$695K	0.03%	82
2022 Q3	–	Sell	-20,221	Closed	-$1.03M	–	155
2022 Q2	$1.03M	Buy	20,221 +15,529	+331%	+$872K	0.05%	66
2022 Q1	$283K	Buy	+4,692	New	+$286K	0.01%	117

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Truepoint Inc's AVDE Position: Q1 2026 in Review

Truepoint Inc reduced its Avantis International Equity ETF (AVDE) stake by 4% in Q1 2026, selling an estimated $59.4K and leaving 16,250 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #65.

Truepoint Inc first reported a position in AVDE in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q4 2025. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Truepoint Inc held 16,250 shares of Avantis International Equity ETF worth $1.38M as of Q1 2026.
Truepoint Inc sold 684 Avantis International Equity ETF shares in Q1 2026, an estimated $59.4K.
Avantis International Equity ETF made up 0.03% of Truepoint Inc's portfolio in Q1 2026, its #65 holding.
Truepoint Inc first reported a position in Avantis International Equity ETF in Q1 2022 and has held it in 16 quarters since.
Truepoint Inc's Avantis International Equity ETF position peaked at $1.39M in Q4 2025.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.