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Diversified Portfolios Inc’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Diversified Portfolios Inc’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 		$47.1M Sell
488,339
-88,606
-15% -$8.17M 3.42% 7
2026
Q1 		$46.5M Buy
576,945
+27,407
+5% +$2.28M 3.82% 7
2025
Q4 		$42.3M Buy
549,538
+46,703
+9% +$3.58M 3.52% 7
2025
Q3 		$37.8M Buy
502,835
+28,208
+6% +$2.02M 3.33% 7
2025
Q2 		$32.5M Buy
474,627
+56,942
+14% +$3.59M 3.1% 7
2025
Q1 		$25.1M Buy
417,685
+54,754
+15% +$3.29M 2.64% 8
2024
Q4 		$21.3M Buy
362,931
+46,811
+15% +$2.91M 2.33% 12
2024
Q3 		$20.4M Buy
316,120
+44,748
+16% +$2.74M 2.29% 11
2024
Q2 		$16.6M Buy
271,372
+47,768
+21% +$2.86M 2.18% 12
2024
Q1 		$13M Buy
223,604
+53,337
+31% +$3M 1.82% 15
2023
Q4 		$9.6M Buy
170,267
+50,507
+42% +$2.72M 1.51% 18
2023
Q3 		$6.32M Buy
119,760
+31,717
+36% +$1.72M 1.19% 18
2023
Q2 		$4.74M Buy
88,043
+47,290
+116% +$2.52M 0.95% 24
2023
Q1 		$2.16M Buy
40,753
+17,668
+77% +$938K 0.48% 36
2022
Q4 		$1.16M Sell
23,085
-816
-3% -$39.9K 0.27% 50
2022
Q3 		$1.1M Buy
23,901
+14,015
+142% +$713K 0.3% 45
2022
Q2 		$514K Buy
9,886
+2,927
+42% +$162K 0.14% 72
2022
Q1 		$413K Buy
+6,959
New +$427K 0.1% 96

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Diversified Portfolios Inc's AVEM Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 15% in Q2 2026, selling an estimated $8.17M and leaving 488,339 shares worth $47.1M. The position accounts for 3.42% of the portfolio, ranked #7.

Diversified Portfolios Inc first reported a position in AVEM in Q1 2022 and has held it in 18 quarters since. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Diversified Portfolios Inc held 488,339 shares of Avantis Emerging Markets Equity ETF worth $47.1M as of Q2 2026.
  • Diversified Portfolios Inc sold 88,606 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $8.17M.
  • Avantis Emerging Markets Equity ETF made up 3.42% of Diversified Portfolios Inc's portfolio in Q2 2026, its #7 holding.
  • Diversified Portfolios Inc first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.