AVDV — AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

Ownership history in Henrickson Nauta Wealth Advisors, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Henrickson Nauta Wealth Advisors, Inc. reported a position in AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV). 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
7.63% (2022 Q1)
Avg. % of fund
5.39%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 294,787 +144,555 +96.2% 4.18% $28.3M $93.86
2025 Q3 REDUCED 150,232 -920 -0.6% 4.23% $13.4M $87.58
2025 Q2 REDUCED 151,152 -1,614 -1.1% 4.15% $12.0M $77.99
2025 Q1 REDUCED 152,766 -3,956 -2.5% 4.10% $10.0M $67.33
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVDV price (monthly, adj. close)

Other funds also holding AVDV

As of 2025 Q4 — sorted by position size

CogentBlue Wealth Advisors, LLC 16.8% Accredited Investors Inc. 3Y 7Y 13.03% Divergent Planning, LLC 3Y 12.83% Frontier Asset Management, LLC 3Y 12.72% Mason Investment Advisory Services, Inc. 10.77% QUARRY HILL ADVISORS, LLC 3Y 10.65% Kondo Wealth Advisors, Inc. 9.24% Meredith Wealth Planning 3Y 9.02% Peirce Capital Management, LLC 8.84% Burton Enright Welch 7.51%
← Back to Henrickson Nauta Wealth Advisors, Inc. Holdings