Cardiff Park Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Cardiff Park 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
2026 Q2	$5.4M	Buy	73,596 +9,856	+15%	+$672K	0.42%	43
2026 Q1	$3.97M	Buy	63,740 +32,904	+107%	+$2.07M	0.32%	55
2025 Q4	$1.81M	Hold	30,836	–	–	0.15%	79
2025 Q3	$1.77M	Hold	30,836	–	–	0.14%	83
2025 Q2	$1.59M	Buy	30,836 +28,758	+1,384%	+$1.39M	0.14%	82
2025 Q1	$101K	Hold	2,078	–	–	0.01%	286
2024 Q4	$113K	Hold	2,078	–	–	0.01%	278
2024 Q3	$112K	Hold	2,078	–	–	0.01%	273
2024 Q2	$104K	Hold	2,078	–	–	0.01%	269
2024 Q1	$109K	Hold	2,078	–	–	0.01%	286
2023 Q4	$106K	Hold	2,078	–	–	0.01%	262
2023 Q3	$92K	Hold	2,078	–	–	0.01%	249
2023 Q2	$94.8K	Hold	2,078	–	–	0.01%	262
2023 Q1	$91.6K	Hold	2,078	–	–	0.01%	257
2022 Q4	$90.1K	Sell	2,078 -252	-11%	-$11K	0.01%	261
2022 Q3	$92K	Hold	2,330	–	–	0.01%	258
2022 Q2	$96K	Buy	+2,330	New	+$103K	0.01%	259

Other funds holding AVSC

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cardiff Park Advisors's AVSC Position: Q2 2026 in Review

Cardiff Park Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 15% in Q2 2026, buying an estimated $672K and bringing the position to 73,596 shares worth $5.4M. The position accounts for 0.42% of the portfolio, ranked #43.

Cardiff Park Advisors first reported a position in AVSC in Q2 2022 and has held it in 17 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Cardiff Park Advisors held 73,596 shares of Avantis US Small Cap Equity ETF worth $5.4M as of Q2 2026.
Cardiff Park Advisors bought 9,856 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $672K.
Avantis US Small Cap Equity ETF made up 0.42% of Cardiff Park Advisors's portfolio in Q2 2026, its #43 holding.
Cardiff Park Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and has held it in 17 quarters since.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.