CFFP
AVSC icon

Center for Financial Planning’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Center for Financial Planning’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
-240
Closed -$13.7K – 706
2025
Q3 		$13.7K Buy
+240
New +$13.2K ﹤0.01% 464

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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 $162B AUM 16.35% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Center for Financial Planning's AVSC Position: Q4 2025 in Review

Center for Financial Planning sold out of Avantis US Small Cap Equity ETF (AVSC) in Q4 2025, closing a stake of 240 shares — an estimated $13.7K sold.

Center for Financial Planning first reported a position in AVSC in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 204 funds tracked by Wall St. Rank hold AVSC as of Q4 2025.

  • Center for Financial Planning reported no remaining Avantis US Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 240 Avantis US Small Cap Equity ETF shares in Q4 2025, an estimated $13.7K.
  • Center for Financial Planning first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Avantis US Small Cap Equity ETF position peaked at $13.7K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.