Schwarz Dygos Wheeler Investment Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio AVES Stock Details AVES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.9M	Buy	148,465 +9,281	+7%	+$577K	1.85%	11
2025 Q4	$8.12M	Buy	139,184 +3,711	+3%	+$215K	1.68%	12
2025 Q3	$7.77M	Buy	135,473 +30	+0%	+$1.67K	1.65%	11
2025 Q2	$7.25M	Buy	135,443 +6,092	+5%	+$302K	1.65%	11
2025 Q1	$6.1M	Buy	129,351 +3,583	+3%	+$168K	1.45%	12
2024 Q4	$5.81M	Buy	125,768 +3,120	+3%	+$155K	1.43%	15
2024 Q3	$6.39M	Buy	122,648 +26,020	+27%	+$1.28M	1.59%	14
2024 Q2	$4.71M	Buy	96,628 +4,239	+5%	+$206K	1.26%	20
2024 Q1	$4.38M	Buy	+92,389	New	+$4.25M	1.22%	18

Other funds holding AVES

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AVES Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Avantis Emerging Markets Value ETF (AVES) stake by 6.7% in Q1 2026, buying an estimated $577K and bringing the position to 148,465 shares worth $8.9M. The position accounts for 1.85% of the portfolio, ranked #11.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AVES in Q1 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 148,465 shares of Avantis Emerging Markets Value ETF worth $8.9M as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors bought 9,281 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $577K.
Avantis Emerging Markets Value ETF made up 1.85% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #11 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Avantis Emerging Markets Value ETF in Q1 2024 and has held it in 9 quarters since.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.