Dynamic Advisor Solutions
AVEM icon

Dynamic Advisor Solutions’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$4.7M Sell
49,947
-701
-1% -$65.2K 0.13% 164
2026
Q2 		$4.89M Buy
50,648
+2,981
+6% +$275K 0.14% 168
2026
Q1 		$3.84M Buy
47,667
+3,909
+9% +$325K 0.12% 188
2025
Q4 		$3.37M Buy
43,758
+130
+0.3% +$10K 0.11% 200
2025
Q3 		$3.28M Buy
43,628
+380
+0.9% +$27.1K 0.1% 226
2025
Q2 		$2.96M Sell
43,248
-5,452
-11% -$343K 0.09% 233
2025
Q1 		$2.93M Sell
48,700
-159,390
-77% -$9.6M 0.1% 220
2024
Q4 		$12.2M Buy
208,090
+13,667
+7% +$851K 0.53% 43
2024
Q3 		$12.6M Buy
194,423
+13,428
+7% +$822K 0.38% 63
2024
Q2 		$11.1M Buy
180,995
+8,409
+5% +$504K 0.35% 66
2024
Q1 		$10M Buy
172,586
+42,375
+33% +$2.38M 0.34% 75
2023
Q4 		$7.21M Buy
130,211
+2,387
+2% +$128K 0.27% 95
2023
Q3 		$6.75M Buy
127,824
+10,700
+9% +$581K 0.32% 82
2023
Q2 		$6.3M Buy
117,124
+8,890
+8% +$473K 0.33% 77
2023
Q1 		$5.72M Buy
108,234
+4,919
+5% +$261K 0.34% 80
2022
Q4 		$5.21M Buy
103,315
+13,889
+16% +$679K 0.36% 70
2022
Q3 		$4.11M Buy
89,426
+9,020
+11% +$459K 0.31% 76
2022
Q2 		$4.18M Buy
80,406
+3,617
+5% +$200K 0.32% 73
2022
Q1 		$4.55M Buy
76,789
+35
+0% +$2.15K 0.32% 71
2021
Q4 		$4.86M Buy
76,754
+16,652
+28% +$1.07M 0.35% 68
2021
Q3 		$3.88M Buy
60,102
+17,667
+42% +$1.17M 0.29% 76
2021
Q2 		$2.95M Buy
+42,435
New +$2.89M 0.23% 109

Other funds holding AVEM

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's AVEM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.4% in Q3 2026, selling an estimated $65.2K and leaving 49,947 shares worth $4.7M. The position accounts for 0.13% of the portfolio, ranked #164.

Dynamic Advisor Solutions first reported a position in AVEM in Q2 2021 and has held it in 22 quarters since. The position peaked at $12.6M in Q3 2024. 219 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Dynamic Advisor Solutions held 49,947 shares of Avantis Emerging Markets Equity ETF worth $4.7M as of Q3 2026.
  • Dynamic Advisor Solutions sold 701 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $65.2K.
  • Avantis Emerging Markets Equity ETF made up 0.13% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #164 holding.
  • Dynamic Advisor Solutions first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's Avantis Emerging Markets Equity ETF position peaked at $12.6M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.