Root Financial Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,217	Closed	-$466K	–	660
2026 Q1	$466K	Buy	4,217 +3,978	+1,664%	+$438K	0.02%	175
2025 Q4	$24.4K	Buy	239 +11	+5%	+$1.1K	﹤0.01%	1077
2025 Q3	$22.7K	Buy	+228	New	+$22.1K	﹤0.01%	1051
2024 Q4	–	Sell	-16,926	Closed	-$1.62M	–	217
2024 Q3	$1.62M	Buy	+16,926	New	+$1.58M	0.26%	38
2024 Q1	–	Sell	-6,421	Closed	-$577K	–	98
2023 Q4	$577K	Buy	6,421 +31	+0.5%	+$2.48K	0.22%	47
2023 Q3	$498K	Buy	6,390 +29	+0.5%	+$2.33K	0.26%	42
2023 Q2	$494K	Buy	6,361 +32	+0.5%	+$2.35K	0.29%	41
2023 Q1	$469K	Buy	+6,329	New	+$496K	0.33%	42

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Root Financial Partners sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 4,217 shares — an estimated $466K sold.

Root Financial Partners first reported a position in AVUV in Q1 2023 and held it in 8 quarters. The position peaked at $1.62M in Q3 2024. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Root Financial Partners reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4,217 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $466K.
Root Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and held it in 8 quarters.
Root Financial Partners's Avantis US Small Cap Value ETF position peaked at $1.62M in Q3 2024.
1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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