Root Financial Partners’s Avantis Emerging Markets Value ETF AVES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$486K	Buy	+7,460	New	+$485K	0.02%	226

Other funds holding AVES

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

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

Root Financial Partners opened a new position in Avantis Emerging Markets Value ETF (AVES) in Q3 2026: 7,460 shares worth $486K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings.

175 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

Root Financial Partners held 7,460 shares of Avantis Emerging Markets Value ETF worth $486K as of Q3 2026.
Avantis Emerging Markets Value ETF was a new Root Financial Partners position in Q3 2026.
Avantis Emerging Markets Value ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #226 holding.
175 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

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