Root Financial Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Sell	3,646 -582	-14%	-$51.1K	0.01%	264
2026 Q1	$341K	Buy	4,228 +2,824	+201%	+$229K	0.02%	230
2025 Q4	$106K	Hold	1,404	–	–	0.01%	443
2025 Q3	$101K	Buy	+1,404	New	+$99.2K	0.01%	444

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Root Financial Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 14% in Q2 2026, selling an estimated $51.1K and leaving 3,646 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #264.

Root Financial Partners first reported a position in AVLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $341K in Q1 2026. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Root Financial Partners held 3,646 shares of Avantis US Large Cap Value ETF worth $333K as of Q2 2026.
Root Financial Partners sold 582 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $51.1K.
Avantis US Large Cap Value ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #264 holding.
Root Financial Partners first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Avantis US Large Cap Value ETF position peaked at $341K in Q1 2026.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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