Root Financial Partners
AVUS icon

Root Financial Partners’s Avantis US Equity ETF AVUS Stock Holding History

Root Financial Partners’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$596K Buy
4,650
+1,971
+74% +$255K 0.02% 197
2026
Q2 		$343K Hold
2,679
– – 0.01% 261
2026
Q1 		$298K Hold
2,679
– – 0.01% 250
2025
Q4 		$299K Hold
2,679
– – 0.02% 226
2025
Q3 		$291K Buy
+2,679
New +$281K 0.02% 215

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Annex Advisory Services
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Park Avenue Securities
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Traphagen Investment Advisors
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RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

Root Financial Partners increased its Avantis US Equity ETF (AVUS) stake by 74% in Q3 2026, buying an estimated $255K and bringing the position to 4,650 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #197.

Root Financial Partners first reported a position in AVUS in Q3 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Root Financial Partners held 4,650 shares of Avantis US Equity ETF worth $596K as of Q3 2026.
  • Root Financial Partners bought 1,971 Avantis US Equity ETF shares in Q3 2026, an estimated $255K.
  • Avantis US Equity ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #197 holding.
  • Root Financial Partners first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

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