Efficient Frontier Advisors’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Efficient Frontier Advisors’s Portfolio AVEE Stock Details AVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$430K	Hold	7,143	–	–	0.27%	13
2025 Q1	$375K	Buy	7,143 +58	+0.8%	+$3.09K	0.24%	13
2024 Q4	$378K	Buy	7,085 +3,224	+84%	+$182K	0.25%	12
2024 Q3	$227K	Buy	+3,861	New	+$215K	0.15%	17

Other funds holding AVEE

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

TFO

Timonier Family Office Winston Salem, North Carolina $315M AUM 14.94% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MWA

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Efficient Frontier Advisors's AVEE Position: Q2 2025 in Review

Efficient Frontier Advisors held its Avantis Emerging Markets Small Cap Equity ETF (AVEE) position steady in Q2 2025 at 7,143 shares worth $430K. The position accounts for 0.27% of the portfolio, ranked #13.

Efficient Frontier Advisors first reported a position in AVEE in Q3 2024 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold AVEE as of Q2 2025.

Efficient Frontier Advisors held 7,143 shares of Avantis Emerging Markets Small Cap Equity ETF worth $430K as of Q2 2025.
Efficient Frontier Advisors left its Avantis Emerging Markets Small Cap Equity ETF share count unchanged in Q2 2025.
Avantis Emerging Markets Small Cap Equity ETF made up 0.27% of Efficient Frontier Advisors's portfolio in Q2 2025, its #13 holding.
Efficient Frontier Advisors first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q3 2024 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.