D.L. Carlson Investment Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

D.L. Carlson Investment Group’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.13M	Buy	94,654 +256	+0.3%	+$23.6K	1.45%	13
2026 Q1	$7.61M	Buy	94,398 +10,327	+12%	+$858K	1.31%	18
2025 Q4	$6.48M	Buy	84,071 +8,584	+11%	+$657K	1.09%	20
2025 Q3	$5.67M	Buy	75,487 +6,694	+10%	+$478K	0.95%	25
2025 Q2	$4.72M	Buy	68,793 +8,010	+13%	+$504K	0.86%	32
2025 Q1	$3.66M	Buy	+60,783	New	+$3.65M	0.7%	42

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

D.L. Carlson Investment Group's AVEM Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.27% in Q2 2026, buying an estimated $23.6K and bringing the position to 94,654 shares worth $9.13M. The position accounts for 1.45% of the portfolio, ranked #13.

D.L. Carlson Investment Group first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

D.L. Carlson Investment Group held 94,654 shares of Avantis Emerging Markets Equity ETF worth $9.13M as of Q2 2026.
D.L. Carlson Investment Group bought 256 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $23.6K.
Avantis Emerging Markets Equity ETF made up 1.45% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #13 holding.
D.L. Carlson Investment Group first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.