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

Level 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
2026 Q2	$6.81M	Buy	92,905 +2,955	+3%	+$202K	1.52%	20
2026 Q1	$5.6M	Buy	89,950 +4,868	+6%	+$306K	1.43%	19
2025 Q4	$5M	Buy	85,082 +11,638	+16%	+$674K	1.32%	23
2025 Q3	$4.2M	Buy	73,444 +7,118	+11%	+$393K	1.19%	23
2025 Q2	$3.42M	Buy	66,326 +5,454	+9%	+$263K	1.06%	24
2025 Q1	$2.95M	Buy	60,872 +2,508	+4%	+$132K	1%	25
2024 Q4	$3.17M	Buy	58,364 +11,646	+25%	+$650K	1.16%	22
2024 Q3	$2.52M	Buy	46,718 +11,533	+33%	+$609K	0.96%	25
2024 Q2	$1.76M	Buy	35,185 +10,245	+41%	+$515K	0.76%	30
2024 Q1	$1.31M	Buy	24,940 +9,250	+59%	+$463K	0.59%	32
2023 Q4	$801K	Buy	15,690 +4,652	+42%	+$211K	0.4%	35
2023 Q3	$489K	Buy	11,038 +2,511	+29%	+$117K	0.27%	41
2023 Q2	$389K	Buy	8,527 +1,299	+18%	+$56.5K	0.22%	46
2023 Q1	$319K	Buy	7,228 +1,011	+16%	+$46.3K	0.19%	46
2022 Q4	$270K	Buy	6,217 +620	+11%	+$27.1K	0.18%	46
2022 Q3	$221K	Buy	5,597 +4,555	+437%	+$199K	0.16%	47
2022 Q2	$43K	Buy	+1,042	New	+$46.2K	0.03%	110

Other funds holding AVSC

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Level Financial Advisors's AVSC Position: Q2 2026 in Review

Level Financial Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 3.3% in Q2 2026, buying an estimated $202K and bringing the position to 92,905 shares worth $6.81M. The position accounts for 1.52% of the portfolio, ranked #20.

Level Financial Advisors first reported a position in AVSC in Q2 2022 and has held it in 17 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Level Financial Advisors held 92,905 shares of Avantis US Small Cap Equity ETF worth $6.81M as of Q2 2026.
Level Financial Advisors bought 2,955 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $202K.
Avantis US Small Cap Equity ETF made up 1.52% of Level Financial Advisors's portfolio in Q2 2026, its #20 holding.
Level Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and has held it in 17 quarters since.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.