Dopkins Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Dopkins Wealth Management’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	$8.56M	Sell	88,695 -272	-0.3%	-$25.1K	3.11%	9
2026 Q1	$7.17M	Sell	88,967 -629	-0.7%	-$52.2K	2.88%	8
2025 Q4	$6.9M	Sell	89,596 -2,842	-3%	-$218K	2.82%	9
2025 Q3	$6.94M	Sell	92,438 -4,611	-5%	-$329K	2.93%	9
2025 Q2	$6.65M	Sell	97,049 -382	-0.4%	-$24.1K	2.98%	8
2025 Q1	$5.86M	Buy	97,431 +6,240	+7%	+$375K	2.98%	8
2024 Q4	$5.36M	Buy	91,191 +43,471	+91%	+$2.71M	2.73%	10
2024 Q3	$3.08M	Sell	47,720 -26,932	-36%	-$1.65M	2.49%	10
2024 Q2	$4.56M	Sell	74,652 -6	-0%	-$360	2.77%	10
2024 Q1	$4.33M	Buy	74,658 +4,699	+7%	+$264K	2.61%	10
2023 Q4	$3.94M	Buy	69,959 +2,333	+3%	+$126K	3.07%	10
2023 Q3	$3.57M	Buy	67,626 +2,858	+4%	+$155K	2.7%	10
2023 Q2	$3.49M	Buy	64,768 +5,318	+9%	+$283K	3.1%	11
2023 Q1	$3.14M	Sell	59,450 -14,256	-19%	-$757K	2.94%	11
2022 Q4	$3.72M	Buy	73,706 +60,917	+476%	+$2.98M	3.27%	7
2022 Q3	$587K	Buy	+12,789	New	+$651K	0.66%	18

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Dopkins Wealth Management's AVEM Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.31% in Q2 2026, selling an estimated $25.1K and leaving 88,695 shares worth $8.56M. The position accounts for 3.11% of the portfolio, ranked #9.

Dopkins Wealth Management first reported a position in AVEM in Q3 2022 and has held it in 16 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Dopkins Wealth Management held 88,695 shares of Avantis Emerging Markets Equity ETF worth $8.56M as of Q2 2026.
Dopkins Wealth Management sold 272 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $25.1K.
Avantis Emerging Markets Equity ETF made up 3.11% of Dopkins Wealth Management's portfolio in Q2 2026, its #9 holding.
Dopkins Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.