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DBK Financial Counsel’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

DBK Financial Counsel’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 		$280K Hold
3,820
– – 0.24% 51
2026
Q1 		$238K Buy
3,820
+63
+2% +$3.96K 0.18% 58
2025
Q4 		$221K Buy
3,757
+33
+0.9% +$1.91K 0.17% 57
2025
Q3 		$213K Buy
+3,724
New +$205K 0.18% 57

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

DBK Financial Counsel's AVSC Position: Q2 2026 in Review

DBK Financial Counsel held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q2 2026 at 3,820 shares worth $280K. The position accounts for 0.24% of the portfolio, ranked #51.

DBK Financial Counsel first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • DBK Financial Counsel held 3,820 shares of Avantis US Small Cap Equity ETF worth $280K as of Q2 2026.
  • DBK Financial Counsel left its Avantis US Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Equity ETF made up 0.24% of DBK Financial Counsel's portfolio in Q2 2026, its #51 holding.
  • DBK Financial Counsel first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.