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DBK Financial Counsel’s Avantis Real Estate ETF AVRE Stock Holding History

DBK Financial Counsel’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Sell
44,247
-8,295
-16% -$391K 1.76% 18
2026
Q1 		$2.31M Buy
52,542
+161
+0.3% +$7.29K 1.75% 17
2025
Q4 		$2.28M Sell
52,381
-1,037
-2% -$45.7K 1.75% 18
2025
Q3 		$2.38M Buy
53,418
+100
+0.2% +$4.44K 2% 18
2025
Q2 		$2.35M Sell
53,318
-702
-1% -$30.4K 2.13% 16
2025
Q1 		$2.32M Buy
54,020
+801
+2% +$34.3K 2.33% 17
2024
Q4 		$2.23M Buy
53,219
+424
+0.8% +$19K 2.25% 16
2024
Q3 		$2.49M Sell
52,795
-1,175
-2% -$52.7K 2.51% 16
2024
Q2 		$2.22M Sell
53,970
-2,520
-4% -$103K 2.42% 14
2024
Q1 		$2.39M Buy
56,490
+4,350
+8% +$182K 2.5% 13
2023
Q4 		$2.26M Buy
+52,140
New +$2.04M 2.59% 14

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
SWM
Seaside Wealth Management Carlsbad, California $405M AUM 21.43% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

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

DBK Financial Counsel reduced its Avantis Real Estate ETF (AVRE) stake by 16% in Q2 2026, selling an estimated $391K and leaving 44,247 shares worth $2.1M. The position accounts for 1.76% of the portfolio, ranked #18.

DBK Financial Counsel first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q3 2024. 106 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • DBK Financial Counsel held 44,247 shares of Avantis Real Estate ETF worth $2.1M as of Q2 2026.
  • DBK Financial Counsel sold 8,295 Avantis Real Estate ETF shares in Q2 2026, an estimated $391K.
  • Avantis Real Estate ETF made up 1.76% of DBK Financial Counsel's portfolio in Q2 2026, its #18 holding.
  • DBK Financial Counsel first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • DBK Financial Counsel's Avantis Real Estate ETF position peaked at $2.49M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

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