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 Q3	$6.68M	Buy	96,608 +3,703	+4%	+$269K	1.48%	21
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

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Level Financial Advisors's AVSC Position: Q3 2026 in Review

Level Financial Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 4% in Q3 2026, buying an estimated $269K and bringing the position to 96,608 shares worth $6.68M. The position accounts for 1.48% of the portfolio, ranked #21.

Level Financial Advisors first reported a position in AVSC in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.81M in Q2 2026. 20 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Level Financial Advisors held 96,608 shares of Avantis US Small Cap Equity ETF worth $6.68M as of Q3 2026.
Level Financial Advisors bought 3,703 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $269K.
Avantis US Small Cap Equity ETF made up 1.48% of Level Financial Advisors's portfolio in Q3 2026, its #21 holding.
Level Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and has held it in 18 quarters since.
Level Financial Advisors's Avantis US Small Cap Equity ETF position peaked at $6.81M in Q2 2026.
20 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.