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TrustCore Financial Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

TrustCore Financial Services’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$93K Buy
1,680
+1,430
+572% +$75.6K 0.01% 360
2022
Q3 		$12K Buy
+250
New +$13.2K ﹤0.01% 703

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

TrustCore Financial Services's AVDV Position: Q4 2022 in Review

TrustCore Financial Services increased its Avantis International Small Cap Value ETF (AVDV) stake by 572% in Q4 2022, buying an estimated $75.6K and bringing the position to 1,680 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #360.

TrustCore Financial Services first reported a position in AVDV in Q3 2022 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold AVDV as of Q4 2022.

  • TrustCore Financial Services held 1,680 shares of Avantis International Small Cap Value ETF worth $93K as of Q4 2022.
  • TrustCore Financial Services bought 1,430 Avantis International Small Cap Value ETF shares in Q4 2022, an estimated $75.6K.
  • Avantis International Small Cap Value ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #360 holding.
  • TrustCore Financial Services first reported a position in Avantis International Small Cap Value ETF in Q3 2022 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.