Summit Financial Strategies’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Summit Financial Strategies’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	$76M	Buy	808,362 +23,333	+3%	+$2.17M	5.27%	7
2026 Q2	$75.7M	Sell	785,029 -44,312	-5%	-$4.09M	5.32%	7
2026 Q1	$66.8M	Sell	829,341 -27,068	-3%	-$2.25M	5.27%	7
2025 Q4	$66M	Sell	856,409 -3,575	-0.4%	-$274K	5.42%	7
2025 Q3	$64.6M	Sell	859,984 -8,555	-1%	-$611K	5.54%	7
2025 Q2	$59.5M	Buy	868,539 +1,301	+0.2%	+$81.9K	5.51%	6
2025 Q1	$52.2M	Buy	867,238 +22,754	+3%	+$1.37M	5.26%	7
2024 Q4	$49.6M	Buy	844,484 +37,825	+5%	+$2.35M	5.48%	7
2024 Q3	$52.1M	Buy	806,659 +29,651	+4%	+$1.82M	5.87%	6
2024 Q2	$47.5M	Buy	777,008 +31,182	+4%	+$1.87M	5.9%	6
2024 Q1	$43.2M	Buy	745,826 +62,211	+9%	+$3.5M	6.03%	5
2023 Q4	$38.5M	Buy	+683,615	New	+$36.8M	5.89%	5

Other funds holding AVEM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Summit Financial Strategies's AVEM Position: Q3 2026 in Review

Summit Financial Strategies increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3% in Q3 2026, buying an estimated $2.17M and bringing the position to 808,362 shares worth $76M. The position accounts for 5.27% of the portfolio, ranked #7.

Summit Financial Strategies first reported a position in AVEM in Q4 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Summit Financial Strategies held 808,362 shares of Avantis Emerging Markets Equity ETF worth $76M as of Q3 2026.
Summit Financial Strategies bought 23,333 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $2.17M.
Avantis Emerging Markets Equity ETF made up 5.27% of Summit Financial Strategies's portfolio in Q3 2026, its #7 holding.
Summit Financial Strategies first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 12 quarters since.
127 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.