Plancorp LLC’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Plancorp LLC’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 Q2	$443K	Hold	5,755	–	–	0.01%	276
2026 Q1	$411K	Hold	5,755	–	–	0.01%	254
2025 Q4	$374K	Hold	5,755	–	–	0.01%	253
2025 Q3	$366K	Hold	5,755	–	–	0.01%	267
2025 Q2	$337K	Hold	5,755	–	–	0.01%	277
2025 Q1	$296K	Hold	5,755	–	–	0.01%	284
2024 Q4	$290K	Hold	5,755	–	–	0.01%	255
2024 Q3	$318K	Hold	5,755	–	–	0.01%	242
2024 Q2	$298K	Hold	5,755	–	–	0.01%	233
2024 Q1	$282K	Hold	5,755	–	–	0.01%	240
2023 Q4	$276K	Hold	5,755	–	–	0.01%	225
2023 Q3	$258K	Hold	5,755	–	–	0.01%	215
2023 Q2	$264K	Hold	5,755	–	–	0.01%	211
2023 Q1	$258K	Hold	5,755	–	–	0.01%	219
2022 Q4	$246K	Buy	+5,755	New	+$236K	0.01%	210

Other funds holding AVSE

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Plancorp LLC's AVSE Position: Q2 2026 in Review

Plancorp LLC held its Avantis Responsible Emerging Markets Equity ETF (AVSE) position steady in Q2 2026 at 5,755 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #276.

Plancorp LLC first reported a position in AVSE in Q4 2022 and has held it in 15 quarters since. 14 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Plancorp LLC held 5,755 shares of Avantis Responsible Emerging Markets Equity ETF worth $443K as of Q2 2026.
Plancorp LLC left its Avantis Responsible Emerging Markets Equity ETF share count unchanged in Q2 2026.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #276 holding.
Plancorp LLC first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
14 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.