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Diversified Portfolios Inc’s Avantis Real Estate ETF AVRE Stock Holding History

Diversified Portfolios Inc’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
Q1 		$628K Sell
14,259
-2,169
-13% -$98.2K 0.05% 118
2025
Q4 		$715K Sell
16,428
-3,050
-16% -$134K 0.06% 111
2025
Q3 		$866K Sell
19,478
-700
-3% -$31.1K 0.08% 95
2025
Q2 		$891K Buy
20,178
+12,940
+179% +$560K 0.09% 89
2025
Q1 		$311K Buy
7,238
+20
+0.3% +$857 0.03% 122
2024
Q4 		$303K Sell
7,218
-88
-1% -$3.93K 0.03% 127
2024
Q3 		$344K Buy
7,306
+2,420
+50% +$109K 0.04% 118
2024
Q2 		$201K Sell
4,886
-541
-10% -$22.1K 0.03% 133
2024
Q1 		$229K Sell
5,427
-100
-2% -$4.17K 0.03% 121
2023
Q4 		$239K Sell
5,527
-663
-11% -$26K 0.04% 118
2023
Q3 		$233K Sell
6,190
-693
-10% -$28.1K 0.04% 108
2023
Q2 		$282K Buy
6,883
+64
+0.9% +$2.63K 0.06% 109
2023
Q1 		$283K Sell
6,819
-6,697
-50% -$285K 0.06% 115
2022
Q4 		$556K Buy
13,516
+4,269
+46% +$173K 0.13% 83
2022
Q3 		$361K Buy
9,247
+4,309
+87% +$195K 0.1% 97
2022
Q2 		$219K Buy
4,938
+369
+8% +$17.9K 0.06% 123
2022
Q1 		$240K Buy
+4,569
New +$234K 0.06% 123

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Diversified Portfolios Inc's AVRE Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Avantis Real Estate ETF (AVRE) stake by 13% in Q1 2026, selling an estimated $98.2K and leaving 14,259 shares worth $628K. The position accounts for 0.05% of the portfolio, ranked #118.

Diversified Portfolios Inc first reported a position in AVRE in Q1 2022 and has held it in 17 quarters since. The position peaked at $891K in Q2 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Diversified Portfolios Inc held 14,259 shares of Avantis Real Estate ETF worth $628K as of Q1 2026.
  • Diversified Portfolios Inc sold 2,169 Avantis Real Estate ETF shares in Q1 2026, an estimated $98.2K.
  • Avantis Real Estate ETF made up 0.05% of Diversified Portfolios Inc's portfolio in Q1 2026, its #118 holding.
  • Diversified Portfolios Inc first reported a position in Avantis Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • Diversified Portfolios Inc's Avantis Real Estate ETF position peaked at $891K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.