Timonier Family Office’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Timonier Family Office’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 Q4	$4.91M	Buy	78,632 +5,028	+7%	+$318K	1.56%	18
2025 Q3	$4.72M	Buy	73,604 +9,096	+14%	+$567K	1.55%	18
2025 Q2	$3.89M	Buy	64,508 +8,752	+16%	+$485K	1.45%	18
2025 Q1	$2.93M	Buy	55,756 +17,834	+47%	+$951K	1.3%	19
2024 Q4	$2.02M	Buy	+37,922	New	+$2.14M	1.04%	21

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

CWP

Cornerstone Wealth Partners Okemos, Michigan $176M AUM

AWM

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

VCP

Vista Capital Partners Portland, Oregon $994M AUM 14.8% 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 $177M AUM 20.78% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Timonier Family Office's AVEE Position: Q4 2025 in Review

Timonier Family Office increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 6.8% in Q4 2025, buying an estimated $318K and bringing the position to 78,632 shares worth $4.91M. The position accounts for 1.56% of the portfolio, ranked #18.

Timonier Family Office first reported a position in AVEE in Q4 2024 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold AVEE as of Q4 2025.

Timonier Family Office held 78,632 shares of Avantis Emerging Markets Small Cap Equity ETF worth $4.91M as of Q4 2025.
Timonier Family Office bought 5,028 Avantis Emerging Markets Small Cap Equity ETF shares in Q4 2025, an estimated $318K.
Avantis Emerging Markets Small Cap Equity ETF made up 1.56% of Timonier Family Office's portfolio in Q4 2025, its #18 holding.
Timonier Family Office first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2024 and has held it in 5 quarters since.
25 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.