Root Financial Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Root Financial Partners’s Portfolio AVDV Stock Details AVDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$518K	Buy	4,738 +656	+16%	+$71.1K	0.02%	217
2026 Q2	$421K	Sell	4,082 -3,161	-44%	-$336K	0.02%	224
2026 Q1	$723K	Buy	7,243 +6,303	+671%	+$643K	0.03%	127
2025 Q4	$88.3K	Buy	940 +42	+5%	+$3.81K	﹤0.01%	511
2025 Q3	$79.9K	Buy	+898	New	+$75.5K	﹤0.01%	515
2024 Q1	–	Sell	-3,834	Closed	-$240K	–	97
2023 Q4	$240K	Sell	3,834 -89	-2%	-$5.18K	0.09%	70
2023 Q3	$227K	Hold	3,923	–	–	0.12%	62
2023 Q2	$226K	Sell	3,923 -1,799	-31%	-$105K	0.13%	59
2023 Q1	$335K	Buy	+5,722	New	+$334K	0.24%	49

Other funds holding AVDV

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

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

Root Financial Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 16% in Q3 2026, buying an estimated $71.1K and bringing the position to 4,738 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #217.

Root Financial Partners first reported a position in AVDV in Q1 2023 and has held it in 9 quarters since. The position peaked at $723K in Q1 2026. 352 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

Root Financial Partners held 4,738 shares of Avantis International Small Cap Value ETF worth $518K as of Q3 2026.
Root Financial Partners bought 656 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $71.1K.
Avantis International Small Cap Value ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #217 holding.
Root Financial Partners first reported a position in Avantis International Small Cap Value ETF in Q1 2023 and has held it in 9 quarters since.
Root Financial Partners's Avantis International Small Cap Value ETF position peaked at $723K in Q1 2026.
352 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

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