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Dogwood Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Dogwood Wealth Management’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 		$4.66M Sell
63,538
-3,942
-6% -$269K 1.84% 16
2026
Q1 		$4.2M Buy
67,480
+106
+0.2% +$6.67K 1.83% 16
2025
Q4 		$3.96M Sell
67,374
-1,913
-3% -$111K 1.74% 16
2025
Q3 		$3.97M Buy
69,287
+4,924
+8% +$272K 1.8% 17
2025
Q2 		$3.46M Sell
64,363
-4,258
-6% -$206K 1.69% 17
2025
Q1 		$3.32M Sell
68,621
-540
-0.8% -$28.5K 1.75% 17
2024
Q4 		$3.76M Sell
69,161
-2,805
-4% -$157K 1.99% 17
2024
Q3 		$3.89M Sell
71,966
-962
-1% -$50.8K 2.24% 16
2024
Q2 		$3.64M Buy
72,928
+4,836
+7% +$243K 2.24% 17
2024
Q1 		$3.57M Buy
68,092
+6,451
+10% +$323K 2.41% 14
2023
Q4 		$3.15M Buy
+61,641
New +$2.79M 2.46% 13

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dogwood Wealth Management's AVSC Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 5.8% in Q2 2026, selling an estimated $269K and leaving 63,538 shares worth $4.66M. The position accounts for 1.84% of the portfolio, ranked #16.

Dogwood Wealth Management first reported a position in AVSC in Q4 2023 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Dogwood Wealth Management held 63,538 shares of Avantis US Small Cap Equity ETF worth $4.66M as of Q2 2026.
  • Dogwood Wealth Management sold 3,942 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $269K.
  • Avantis US Small Cap Equity ETF made up 1.84% of Dogwood Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Dogwood Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.