DBK Financial Counsel’s Avantis Emerging Markets Value ETF AVES Stock Holding History

DBK Financial Counsel’s Portfolio AVES Stock Details AVES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$520K	Sell	7,925 -1,630	-17%	-$107K	0.44%	42
2026 Q1	$573K	Sell	9,555 -275	-3%	-$17.1K	0.43%	43
2025 Q4	$573K	Hold	9,830	–	–	0.44%	42
2025 Q3	$564K	Hold	9,830	–	–	0.47%	42
2025 Q2	$526K	Hold	9,830	–	–	0.48%	41
2025 Q1	$464K	Hold	9,830	–	–	0.46%	38
2024 Q4	$454K	Hold	9,830	–	–	0.46%	39
2024 Q3	$513K	Sell	9,830 -90	-0.9%	-$4.42K	0.52%	39
2024 Q2	$484K	Hold	9,920	–	–	0.53%	39
2024 Q1	$470K	Buy	9,920 +3,120	+46%	+$144K	0.49%	38
2023 Q4	$313K	Buy	+6,800	New	+$299K	0.36%	39

Other funds holding AVES

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RLIM

Red Lighthouse Investment Management New York $336M AUM 26.75% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

DBK Financial Counsel's AVES Position: Q2 2026 in Review

DBK Financial Counsel reduced its Avantis Emerging Markets Value ETF (AVES) stake by 17% in Q2 2026, selling an estimated $107K and leaving 7,925 shares worth $520K. The position accounts for 0.44% of the portfolio, ranked #42.

DBK Financial Counsel first reported a position in AVES in Q4 2023 and has held it in 11 quarters since. The position peaked at $573K in Q4 2025. 118 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

DBK Financial Counsel held 7,925 shares of Avantis Emerging Markets Value ETF worth $520K as of Q2 2026.
DBK Financial Counsel sold 1,630 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $107K.
Avantis Emerging Markets Value ETF made up 0.44% of DBK Financial Counsel's portfolio in Q2 2026, its #42 holding.
DBK Financial Counsel first reported a position in Avantis Emerging Markets Value ETF in Q4 2023 and has held it in 11 quarters since.
DBK Financial Counsel's Avantis Emerging Markets Value ETF position peaked at $573K in Q4 2025.
118 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.