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Dunhill Financial’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Dunhill Financial’s Portfolio AVSE Stock Details AVSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$352K Buy
5,286
+5,268
+29,267% +$366K 0.08% 96
2025
Q4 		$1.17K Buy
18
+8
+80% +$518 ﹤0.01% 813
2025
Q3 		$636 Buy
+10
New +$608 ﹤0.01% 818

Other funds holding AVSE

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Dunhill Financial's AVSE Position: Q1 2026 in Review

Dunhill Financial increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 29,267% in Q1 2026, buying an estimated $366K and bringing the position to 5,286 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #96.

Dunhill Financial first reported a position in AVSE in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

  • Dunhill Financial held 5,286 shares of Avantis Responsible Emerging Markets Equity ETF worth $352K as of Q1 2026.
  • Dunhill Financial bought 5,268 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $366K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.08% of Dunhill Financial's portfolio in Q1 2026, its #96 holding.
  • Dunhill Financial first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.