Root Financial Partners
AVDE icon

Root Financial Partners’s Avantis International Equity ETF AVDE Stock Holding History

Root Financial Partners’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$121K Buy
+1,345
New +$124K ﹤0.01% 648
2026
Q2 		– Sell
-253
Closed -$21.5K – 642
2026
Q1 		$21.5K Buy
253
+188
+289% +$16.3K ﹤0.01% 1292
2025
Q4 		$5.35K Buy
+65
New +$5.21K ﹤0.01% 1747

Other funds holding AVDE

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Root Financial Partners's AVDE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Avantis International Equity ETF (AVDE) in Q3 2026: 1,345 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVDE as recently as Q1 2026.

Root Financial Partners first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Root Financial Partners held 1,345 shares of Avantis International Equity ETF worth $121K as of Q3 2026.
  • Avantis International Equity ETF was a new Root Financial Partners position in Q3 2026.
  • Avantis International Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #648 holding.
  • Root Financial Partners first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.