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Fourth Dimension Wealth’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Fourth Dimension Wealth’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 		$2.96M Buy
40,390
+3,911
+11% +$267K 0.94% 30
2026
Q1 		$2.27M Buy
36,479
+2,354
+7% +$148K 0.86% 31
2025
Q4 		$2M Sell
34,125
-212
-0.6% -$12.3K 0.73% 34
2025
Q3 		$1.97M Buy
34,337
+1,369
+4% +$75.5K 0.75% 35
2025
Q2 		$1.7M Buy
32,968
+1,926
+6% +$93K 0.72% 39
2025
Q1 		$1.5M Sell
31,042
-16,637
-35% -$879K 0.73% 38
2024
Q4 		$2.59M Buy
+47,679
New +$2.66M 1.35% 21

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

Fourth Dimension Wealth's AVSC Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Avantis US Small Cap Equity ETF (AVSC) stake by 11% in Q2 2026, buying an estimated $267K and bringing the position to 40,390 shares worth $2.96M. The position accounts for 0.94% of the portfolio, ranked #30.

Fourth Dimension Wealth first reported a position in AVSC in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Fourth Dimension Wealth held 40,390 shares of Avantis US Small Cap Equity ETF worth $2.96M as of Q2 2026.
  • Fourth Dimension Wealth bought 3,911 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $267K.
  • Avantis US Small Cap Equity ETF made up 0.94% of Fourth Dimension Wealth's portfolio in Q2 2026, its #30 holding.
  • Fourth Dimension Wealth first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.