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Arlington Financial Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Arlington Financial Advisors’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,589
Closed -$320K – 108
2025
Q3 		$320K Buy
+5,589
New +$308K 0.05% 91

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM

Arlington Financial Advisors's AVSC Position: Q4 2025 in Review

Arlington Financial Advisors sold out of Avantis US Small Cap Equity ETF (AVSC) in Q4 2025, closing a stake of 5,589 shares — an estimated $320K sold.

Arlington Financial Advisors first reported a position in AVSC in Q3 2025 and held it in 1 quarter. The position peaked at $320K in Q3 2025. 205 funds tracked by Wall St. Rank hold AVSC as of Q4 2025.

  • Arlington Financial Advisors reported no remaining Avantis US Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 5,589 Avantis US Small Cap Equity ETF shares in Q4 2025, an estimated $320K.
  • Arlington Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • Arlington Financial Advisors's Avantis US Small Cap Equity ETF position peaked at $320K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2025.

Based on Arlington Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.