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 Q3	$489K	Buy	+4,154	New	+$518K	0.02%	225
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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 4,154 shares worth $489K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVUV as recently as Q1 2026.

Root Financial Partners first reported a position in AVUV in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2024. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Root Financial Partners held 4,154 shares of Avantis US Small Cap Value ETF worth $489K as of Q3 2026.
Avantis US Small Cap Value ETF was a new Root Financial Partners position in Q3 2026.
Avantis US Small Cap Value ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #225 holding.
Root Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 9 quarters since.
Root Financial Partners's Avantis US Small Cap Value ETF position peaked at $1.62M in Q3 2024.
579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

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