AVDE — AVANTIS INTERNATIONAL EQUITY ETF

Ownership history in Align Financial, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Align Financial, LLC reported a position in AVANTIS INTERNATIONAL EQUITY ETF (AVDE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.87% (2025 Q4)
Avg. % of fund
7.87%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 13,575,371 — — 7.87% $13.58B $82.23
% of Fund (quarterly)    AVDE price (monthly, adj. close)

Other funds also holding AVDE

As of 2025 Q4 — sorted by position size

Rockwood Wealth Management, LLC 18.02% Oak Root LLC 14.2% Yardley Wealth Management LLC 13.14% Echo Wealth Management, LLC 3Y 12.62% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 10.34% GRAND WEALTH MANAGEMENT, LLC 3Y 10.16% ACT Advisors, LLC. 3Y 10.1% BCR Wealth Strategies, LLC 3Y 9.32% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 8.8% Trellis Wealth Advisors LLC 8.1%
← Back to Align Financial, LLC Holdings