True Wealth Design’s Avantis Real Estate ETF AVRE Stock Holding History

True Wealth Design’s Portfolio AVRE Stock Details AVRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.32K	Hold	165	–	–	﹤0.01%	1194
2026 Q2	$7.82K	Buy	+165	New	+$7.79K	﹤0.01%	1161
2024 Q3	–	Sell	-3,237	Closed	-$133K	–	1278
2024 Q2	$133K	Buy	3,237 +93	+3%	+$3.79K	0.03%	126
2024 Q1	$133K	Hold	3,144	–	–	0.03%	130
2023 Q4	$136K	Buy	+3,144	New	+$123K	0.04%	125
2023 Q3	–	Sell	-1,446	Closed	-$59.2K	–	775
2023 Q2	$59.2K	Buy	1,446 +1,101	+319%	+$45.2K	0.02%	146
2023 Q1	$14.3K	Buy	345 +328	+1,929%	+$14K	0.01%	220
2022 Q4	$699	Buy	+17	New	+$689	﹤0.01%	387

Other funds holding AVRE

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

True Wealth Design's AVRE Position: Q3 2026 in Review

True Wealth Design held its Avantis Real Estate ETF (AVRE) position steady in Q3 2026 at 165 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

True Wealth Design first reported a position in AVRE in Q4 2022 and has held it in 8 quarters since. The position peaked at $136K in Q4 2023. 43 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

True Wealth Design held 165 shares of Avantis Real Estate ETF worth $7.32K as of Q3 2026.
True Wealth Design left its Avantis Real Estate ETF share count unchanged in Q3 2026.
Avantis Real Estate ETF made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1194 holding.
True Wealth Design first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 8 quarters since.
True Wealth Design's Avantis Real Estate ETF position peaked at $136K in Q4 2023.
43 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.