Root Financial Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$208K	Buy	+2,616	New	+$212K	0.01%	429
2026 Q2	–	Sell	-1,671	Closed	-$125K	–	646
2026 Q1	$125K	Buy	1,671 +1,670	+167,000%	+$126K	0.01%	484
2025 Q4	$71	Buy	+1	New	+$69	﹤0.01%	2356

Other funds holding AVIV

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

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

Root Financial Partners opened a new position in Avantis International Large Cap Value ETF (AVIV) in Q3 2026: 2,616 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVIV as recently as Q1 2026.

Root Financial Partners first reported a position in AVIV in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Root Financial Partners held 2,616 shares of Avantis International Large Cap Value ETF worth $208K as of Q3 2026.
Avantis International Large Cap Value ETF was a new Root Financial Partners position in Q3 2026.
Avantis International Large Cap Value ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #429 holding.
Root Financial Partners first reported a position in Avantis International Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
193 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

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