Oak Root LLC’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Oak Root LLC’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$181M	Sell	2,008,725 -342,732	-15%	-$29.6M	19.94%	2
2026 Q1	$182M	Sell	2,351,457 -85,700	-4%	-$6.87M	22.24%	2
2025 Q4	$192M	Sell	2,437,157 -235,818	-9%	-$18.3M	23.16%	2
2025 Q3	$205M	Sell	2,672,975 -47,645	-2%	-$3.51M	23.68%	2
2025 Q2	$193M	Sell	2,720,620 -172,150	-6%	-$11.3M	23.94%	2
2025 Q1	$186M	Sell	2,892,770 -15,900	-0.5%	-$1.08M	24.89%	2
2024 Q4	$196M	Hold	2,908,670	–	–	25.58%	2
2024 Q3	$192M	Hold	2,908,670	–	–	24.23%	2
2024 Q2	$183M	Sell	2,908,670 -58,830	-2%	-$3.6M	24.33%	2
2024 Q1	$183M	Hold	2,967,500	–	–	24.58%	2
2023 Q4	$165M	Buy	+2,967,500	New	+$154M	24.95%	2

Other funds holding AVLC

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return