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

DHK 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
Q2 		$416K Buy
8,059
+28
+0.3% +$1.35K 0.24% 72
2025
Q1 		$389K Buy
8,031
+22
+0.3% +$1.16K 0.21% 73
2024
Q4 		$435K Sell
8,009
-958
-11% -$53.5K 0.26% 64
2024
Q3 		$484K Buy
8,967
+21
+0.2% +$1.11K 0.3% 52
2024
Q2 		$447K Buy
+8,946
New +$450K 0.31% 52

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 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

DHK Financial Advisors's AVSC Position: Q2 2025 in Review

DHK Financial Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 0.35% in Q2 2025, buying an estimated $1.35K and bringing the position to 8,059 shares worth $416K. The position accounts for 0.24% of the portfolio, ranked #72.

DHK Financial Advisors first reported a position in AVSC in Q2 2024 and has held it in 5 quarters since. The position peaked at $484K in Q3 2024. 151 funds tracked by Wall St. Rank hold AVSC as of Q2 2025.

  • DHK Financial Advisors held 8,059 shares of Avantis US Small Cap Equity ETF worth $416K as of Q2 2025.
  • DHK Financial Advisors bought 28 Avantis US Small Cap Equity ETF shares in Q2 2025, an estimated $1.35K.
  • Avantis US Small Cap Equity ETF made up 0.24% of DHK Financial Advisors's portfolio in Q2 2025, its #72 holding.
  • DHK Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and has held it in 5 quarters since.
  • DHK Financial Advisors's Avantis US Small Cap Equity ETF position peaked at $484K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.