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Oak Root LLC’s Avantis US Equity ETF AVUS Stock Holding History

Oak Root LLC’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372M Hold
2,905,949
– – 41.07% 1
2026
Q1 		$323M Hold
2,905,949
– – 39.4% 1
2025
Q4 		$325M Sell
2,905,949
-126,756
-4% -$14M 39.27% 1
2025
Q3 		$330M Hold
3,032,705
– – 38.18% 1
2025
Q2 		$306M Sell
3,032,705
-17,022
-0.6% -$1.59M 37.87% 1
2025
Q1 		$282M Buy
3,049,727
+13,125
+0.4% +$1.28M 37.76% 1
2024
Q4 		$294M Hold
3,036,602
– – 38.32% 1
2024
Q3 		$289M Sell
3,036,602
-6,904
-0.2% -$634K 36.46% 1
2024
Q2 		$274M Hold
3,043,506
– – 36.58% 1
2024
Q1 		$272M Buy
3,043,506
+61,650
+2% +$5.21M 36.5% 1
2023
Q4 		$243M Buy
+2,981,856
New +$226M 36.76% 1

Other funds holding AVUS

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Oak Root LLC's AVUS Position: Q2 2026 in Review

Oak Root LLC held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,905,949 shares worth $372M. The position accounts for 41.07% of the portfolio, ranked #1.

Oak Root LLC first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 124 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Oak Root LLC held 2,905,949 shares of Avantis US Equity ETF worth $372M as of Q2 2026.
  • Oak Root LLC left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 41.07% of Oak Root LLC's portfolio in Q2 2026, its #1 holding.
  • Oak Root LLC first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 124 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Oak Root LLC's 13F filing for Q2 2026, filed 13 Jul 2026.