Define Financial’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Define Financial’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 Q3	$15.3M	Buy	162,484 +8,421	+5%	+$783K	6.36%	7
2026 Q2	$14.9M	Buy	154,063 +2,805	+2%	+$259K	6.83%	7
2026 Q1	$12.2M	Buy	151,258 +1,952	+1%	+$162K	6.62%	7
2025 Q4	$11.5M	Buy	149,306 +888	+0.6%	+$68K	6.52%	7
2025 Q3	$11.1M	Buy	148,418 +1,027	+0.7%	+$73.4K	6.69%	7
2025 Q2	$10.1M	Buy	147,391 +1,433	+1%	+$90.3K	6.66%	7
2025 Q1	$8.39M	Buy	145,958 +11,552	+9%	+$695K	6.39%	8
2024 Q4	$7.9M	Buy	+134,406	New	+$8.37M	5.96%	8

Other funds holding AVEM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Define Financial's AVEM Position: Q3 2026 in Review

Define Financial increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.5% in Q3 2026, buying an estimated $783K and bringing the position to 162,484 shares worth $15.3M. The position accounts for 6.36% of the portfolio, ranked #7.

Define Financial first reported a position in AVEM in Q4 2024 and has held it in 8 quarters since. 590 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Define Financial held 162,484 shares of Avantis Emerging Markets Equity ETF worth $15.3M as of Q3 2026.
Define Financial bought 8,421 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $783K.
Avantis Emerging Markets Equity ETF made up 6.36% of Define Financial's portfolio in Q3 2026, its #7 holding.
Define Financial first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 8 quarters since.
590 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.