Root Financial Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-392	Closed	-$24.4K	–	653
2026 Q1	$24.4K	Sell	392 -78	-17%	-$4.9K	﹤0.01%	1207
2025 Q4	$27.6K	Hold	470	–	–	﹤0.01%	998
2025 Q3	$26.9K	Buy	+470	New	+$25.9K	﹤0.01%	959

Other funds holding AVSC

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

KCA

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Root Financial Partners sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2026, closing a stake of 392 shares — an estimated $24.4K sold.

Root Financial Partners first reported a position in AVSC in Q3 2025 and held it in 3 quarters. The position peaked at $27.6K in Q4 2025. 107 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Root Financial Partners reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 392 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $24.4K.
Root Financial Partners first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Avantis US Small Cap Equity ETF position peaked at $27.6K in Q4 2025.
107 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

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