Retirement Financial Solutions’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Retirement Financial Solutions’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	$27.7M	Buy	400,999 +9,116	+2%	+$661K	6.55%	2
2026 Q2	$28.7M	Buy	391,883 +15,033	+4%	+$1.03M	7.07%	2
2026 Q1	$23.5M	Buy	376,850 +6,967	+2%	+$438K	6.71%	3
2025 Q4	$21.7M	Sell	369,883 -1,551	-0.4%	-$89.9K	6.36%	2
2025 Q3	$21.3M	Buy	+371,434	New	+$20.5M	6.66%	3

Other funds holding AVSC

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Retirement Financial Solutions's AVSC Position: Q3 2026 in Review

Retirement Financial Solutions increased its Avantis US Small Cap Equity ETF (AVSC) stake by 2.3% in Q3 2026, buying an estimated $661K and bringing the position to 400,999 shares worth $27.7M. The position accounts for 6.55% of the portfolio, ranked #2.

Retirement Financial Solutions first reported a position in AVSC in Q3 2025 and has held it in 5 quarters since. The position peaked at $28.7M in Q2 2026. 135 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Retirement Financial Solutions held 400,999 shares of Avantis US Small Cap Equity ETF worth $27.7M as of Q3 2026.
Retirement Financial Solutions bought 9,116 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $661K.
Avantis US Small Cap Equity ETF made up 6.55% of Retirement Financial Solutions's portfolio in Q3 2026, its #2 holding.
Retirement Financial Solutions first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 5 quarters since.
Retirement Financial Solutions's Avantis US Small Cap Equity ETF position peaked at $28.7M in Q2 2026.
135 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Retirement Financial Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.