Wipfli Financial Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Wipfli Financial Advisors’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 Q3	$56.4M	Buy	1,186,990 +137,117	+13%	+$7.27M	3.96%	6
2022 Q2	$55.4M	Buy	1,049,873 +6,605	+0.6%	+$388K	6.02%	7
2022 Q1	$65.3M	Buy	1,043,268 +84,068	+9%	+$5.29M	6.59%	6
2021 Q4	$61.9M	Buy	959,200 +99,160	+12%	+$6.43M	7.1%	6
2021 Q3	$55.6M	Buy	860,040 +81,343	+10%	+$5.33M	7.08%	7
2021 Q2	$50.4M	Buy	+778,697	New	+$51.1M	7.12%	7

Other funds holding AVDV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Wipfli Financial Advisors's AVDV Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 13% in Q3 2022, buying an estimated $7.27M and bringing the position to 1,186,990 shares worth $56.4M. The position accounts for 3.96% of the portfolio, ranked #6.

Wipfli Financial Advisors first reported a position in AVDV in Q2 2021 and has held it in 6 quarters since. The position peaked at $65.3M in Q1 2022. 170 funds tracked by Wall St. Rank hold AVDV as of Q3 2022.

Wipfli Financial Advisors held 1,186,990 shares of Avantis International Small Cap Value ETF worth $56.4M as of Q3 2022.
Wipfli Financial Advisors bought 137,117 Avantis International Small Cap Value ETF shares in Q3 2022, an estimated $7.27M.
Avantis International Small Cap Value ETF made up 3.96% of Wipfli Financial Advisors's portfolio in Q3 2022, its #6 holding.
Wipfli Financial Advisors first reported a position in Avantis International Small Cap Value ETF in Q2 2021 and has held it in 6 quarters since.
Wipfli Financial Advisors's Avantis International Small Cap Value ETF position peaked at $65.3M in Q1 2022.
170 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.