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 Q3	$372M	Hold	2,905,949	–	–	41.03%	1
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Oak Root LLC's AVUS Position: Q3 2026 in Review

Oak Root LLC held its Avantis US Equity ETF (AVUS) position steady in Q3 2026 at 2,905,949 shares worth $372M. The position accounts for 41.03% of the portfolio, ranked #1.

Oak Root LLC first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. 118 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Oak Root LLC held 2,905,949 shares of Avantis US Equity ETF worth $372M as of Q3 2026.
Oak Root LLC left its Avantis US Equity ETF share count unchanged in Q3 2026.
Avantis US Equity ETF made up 41.03% of Oak Root LLC's portfolio in Q3 2026, its #1 holding.
Oak Root LLC first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
118 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Oak Root LLC's 13F filing for Q3 2026, filed 9 Oct 2026.