Root Financial Partners’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.41K	Buy	+84	New	+$6.79K	﹤0.01%	2128

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q3 2026: 84 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #2128 among its holdings.

90 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

Root Financial Partners held 84 shares of Avantis US Mid Cap Value ETF worth $6.41K as of Q3 2026.
Avantis US Mid Cap Value ETF was a new Root Financial Partners position in Q3 2026.
Avantis US Mid Cap Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2128 holding.
90 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

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