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 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

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

SC&H Financial Advisors's AVSC Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 10% in Q2 2026, selling an estimated $31.5K and leaving 4,074 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #127.

SC&H Financial Advisors first reported a position in AVSC in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

SC&H Financial Advisors held 4,074 shares of Avantis US Small Cap Equity ETF worth $299K as of Q2 2026.
SC&H Financial Advisors sold 462 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $31.5K.
Avantis US Small Cap Equity ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #127 holding.
SC&H Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.