Cardiff Park Advisors’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Cardiff Park Advisors’s Portfolio AVEE Stock Details AVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$362K	Buy	5,216 +2	+0%	+$139	0.03%	201
2026 Q1	$331K	Hold	5,214	–	–	0.03%	220
2025 Q4	$325K	Buy	5,214 +6	+0.1%	+$380	0.03%	210
2025 Q3	$334K	Sell	5,208 -450	-8%	-$28.1K	0.03%	224
2025 Q2	$341K	Buy	5,658 +2	+0%	+$111	0.03%	212
2025 Q1	$297K	Sell	5,656 -560	-9%	-$29.9K	0.03%	214
2024 Q4	$331K	Buy	6,216 +52	+0.8%	+$2.93K	0.03%	200
2024 Q3	$363K	Buy	6,164 +179	+3%	+$9.96K	0.03%	184
2024 Q2	$332K	Buy	5,985 +44	+0.7%	+$2.41K	0.03%	187
2024 Q1	$315K	Buy	5,941 +890	+18%	+$46.2K	0.03%	199
2023 Q4	$270K	Buy	+5,051	New	+$263K	0.03%	195

Other funds holding AVEE

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $215M AUM

TFO

Timonier Family Office Winston Salem, North Carolina $354M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

Cardiff Park Advisors's AVEE Position: Q2 2026 in Review

Cardiff Park Advisors increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 0.04% in Q2 2026, buying an estimated $139 and bringing the position to 5,216 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #201.

Cardiff Park Advisors first reported a position in AVEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $363K in Q3 2024. 30 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

Cardiff Park Advisors held 5,216 shares of Avantis Emerging Markets Small Cap Equity ETF worth $362K as of Q2 2026.
Cardiff Park Advisors bought 2 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $139.
Avantis Emerging Markets Small Cap Equity ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q2 2026, its #201 holding.
Cardiff Park Advisors first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
Cardiff Park Advisors's Avantis Emerging Markets Small Cap Equity ETF position peaked at $363K in Q3 2024.
30 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.