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
2026 Q2	$5.71M	Buy	+82,404	New	+$5.75M	1.61%	17
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 $226B AUM 44.75% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $215M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

VCP

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

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

Timonier Family Office's AVEE Position: Q2 2026 in Review

Timonier Family Office opened a new position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q2 2026: 82,404 shares worth $5.71M. The stake represents 1.61% of the portfolio and ranks #17 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in AVEE as recently as Q4 2025.

Timonier Family Office first reported a position in AVEE in Q4 2024 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

Timonier Family Office held 82,404 shares of Avantis Emerging Markets Small Cap Equity ETF worth $5.71M as of Q2 2026.
Avantis Emerging Markets Small Cap Equity ETF was a new Timonier Family Office position in Q2 2026.
Avantis Emerging Markets Small Cap Equity ETF made up 1.61% of Timonier Family Office's portfolio in Q2 2026, its #17 holding.
Timonier Family Office first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.