Index Fund Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Index Fund 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 Q1	–	Sell	-7,726	Closed	-$420K	–	98
2024 Q4	$420K	Buy	7,726 +458	+6%	+$25.6K	0.02%	68
2024 Q3	$393K	Buy	7,268 +1,618	+29%	+$85.4K	0.02%	70
2024 Q2	$282K	Buy	5,650 +471	+9%	+$23.7K	0.02%	78
2024 Q1	$271K	Buy	5,179 +327	+7%	+$16.4K	0.02%	81
2023 Q4	$248K	Buy	4,852 +149	+3%	+$6.75K	0.01%	80
2023 Q3	$208K	Buy	+4,703	New	+$219K	0.01%	93
2023 Q2	–	Sell	-5,993	Closed	-$264K	–	87
2023 Q1	$264K	Buy	+5,993	New	+$275K	0.02%	79

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Index Fund Advisors's AVSC Position: Q1 2025 in Review

Index Fund Advisors sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2025, closing a stake of 7,726 shares — an estimated $420K sold.

Index Fund Advisors first reported a position in AVSC in Q1 2023 and held it in 7 quarters. The position peaked at $420K in Q4 2024. 134 funds tracked by Wall St. Rank hold AVSC as of Q1 2025.

Index Fund Advisors reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Index Fund Advisors sold 7,726 Avantis US Small Cap Equity ETF shares in Q1 2025, an estimated $420K.
Index Fund Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and held it in 7 quarters.
Index Fund Advisors's Avantis US Small Cap Equity ETF position peaked at $420K in Q4 2024.
134 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2025.

Based on Index Fund Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.