SC&H Financial Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

SC&H 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	$291K	Buy	4,210 +136	+3%	+$9.86K	0.04%	124
2026 Q2	$299K	Sell	4,074 -462	-10%	-$31.5K	0.04%	127
2026 Q1	$283K	Buy	4,536 +3	+0.1%	+$189	0.04%	127
2025 Q4	$266K	Buy	4,533 +39	+0.9%	+$2.26K	0.04%	136
2025 Q3	$257K	Buy	4,494 +8	+0.2%	+$441	0.04%	130
2025 Q2	$231K	Buy	+4,486	New	+$217K	0.04%	141

Other funds holding AVSC

SPA

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

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

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 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

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

SC&H Financial Advisors's AVSC Position: Q3 2026 in Review

SC&H Financial Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 3.3% in Q3 2026, buying an estimated $9.86K and bringing the position to 4,210 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #124.

SC&H Financial Advisors first reported a position in AVSC in Q2 2025 and has held it in 6 quarters since. The position peaked at $299K in Q2 2026. 27 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

SC&H Financial Advisors held 4,210 shares of Avantis US Small Cap Equity ETF worth $291K as of Q3 2026.
SC&H Financial Advisors bought 136 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $9.86K.
Avantis US Small Cap Equity ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q3 2026, its #124 holding.
SC&H Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
SC&H Financial Advisors's Avantis US Small Cap Equity ETF position peaked at $299K in Q2 2026.
27 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.