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Mather Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Mather Group’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
Q4 		– Sell
-217
Closed -$12.4K – 725
2025
Q3 		$12.4K Buy
+217
New +$12K ﹤0.01% 1223
2025
Q2 		– Sell
-468
Closed -$22.7K – 693
2025
Q1 		$22.7K Hold
468
– – ﹤0.01% 1066
2024
Q4 		$25.4K Hold
468
– – ﹤0.01% 1026
2024
Q3 		$25.3K Hold
468
– – ﹤0.01% 1017
2024
Q2 		$24.5K Hold
468
– – ﹤0.01% 1219
2024
Q1 		$23.9K Buy
+468
New +$23.4K ﹤0.01% 1027

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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 22.9% 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
TAWM
Three Arch Wealth Management Irvine, California $652M AUM

Mather Group's AVSC Position: Q4 2025 in Review

Mather Group sold out of Avantis US Small Cap Equity ETF (AVSC) in Q4 2025, closing a stake of 217 shares — an estimated $12.4K sold.

Mather Group first reported a position in AVSC in Q1 2024 and held it in 6 quarters. The position peaked at $25.4K in Q4 2024. 205 funds tracked by Wall St. Rank hold AVSC as of Q4 2025.

  • Mather Group reported no remaining Avantis US Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Mather Group sold 217 Avantis US Small Cap Equity ETF shares in Q4 2025, an estimated $12.4K.
  • Mather Group first reported a position in Avantis US Small Cap Equity ETF in Q1 2024 and held it in 6 quarters.
  • Mather Group's Avantis US Small Cap Equity ETF position peaked at $25.4K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.