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

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM