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Dogwood Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Dogwood Wealth Management’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 		$5.78K Sell
122
-2
-2% -$94 ﹤0.01% 482
2026
Q1 		$5.46K Sell
124
-17
-12% -$769 ﹤0.01% 457
2025
Q4 		$6.14K Hold
141
– – ﹤0.01% 385
2025
Q3 		$6.27K Hold
141
– – ﹤0.01% 353
2025
Q2 		$6.21K Sell
141
-30
-18% -$1.3K ﹤0.01% 382
2025
Q1 		$7.36K Sell
171
-24
-12% -$1.03K ﹤0.01% 214
2024
Q4 		$8.17K Sell
195
-827
-81% -$37K ﹤0.01% 192
2024
Q3 		$48.2K Buy
1,022
+32
+3% +$1.44K 0.03% 118
2024
Q2 		$40.8K Sell
990
-45
-4% -$1.83K 0.03% 120
2024
Q1 		$43.8K Sell
1,035
-316
-23% -$13.2K 0.03% 130
2023
Q4 		$58.5K Buy
+1,351
New +$52.9K 0.05% 124

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Dogwood Wealth Management's AVRE Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Avantis Real Estate ETF (AVRE) stake by 1.6% in Q2 2026, selling an estimated $94 and leaving 122 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Dogwood Wealth Management first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $58.5K in Q4 2023. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Dogwood Wealth Management held 122 shares of Avantis Real Estate ETF worth $5.78K as of Q2 2026.
  • Dogwood Wealth Management sold 2 Avantis Real Estate ETF shares in Q2 2026, an estimated $94.
  • Avantis Real Estate ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Dogwood Wealth Management first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Avantis Real Estate ETF position peaked at $58.5K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.