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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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. 581 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.
581 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.