Root Financial Partners
AVSC icon

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
Q3 		$31.6K Buy
+458
New +$33.2K ﹤0.01% 1314
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

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

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

Root Financial Partners opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q3 2026: 458 shares worth $31.6K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVSC as recently as Q1 2026.

Root Financial Partners first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • Root Financial Partners held 458 shares of Avantis US Small Cap Equity ETF worth $31.6K as of Q3 2026.
  • Avantis US Small Cap Equity ETF was a new Root Financial Partners position in Q3 2026.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1314 holding.
  • Root Financial Partners first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

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