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Root Financial Partners’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Root Financial Partners’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$503 – 643
2026
Q1 		$503 Buy
+7
New +$521 ﹤0.01% 2863

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Root Financial Partners's AVDS Position: Q2 2026 in Review

Root Financial Partners sold out of Avantis International Small Cap Equity ETF (AVDS) in Q2 2026, closing a stake of 7 shares — an estimated $503 sold.

Root Financial Partners first reported a position in AVDS in Q1 2026 and held it in 1 quarter. The position peaked at $503 in Q1 2026. 31 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Root Financial Partners reported no remaining Avantis International Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $503.
  • Root Financial Partners first reported a position in Avantis International Small Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Avantis International Small Cap Equity ETF position peaked at $503 in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.