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 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 $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's AVUV Position: Q1 2026 in Review

Root Financial Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 1,664% in Q1 2026, buying an estimated $438K and bringing the position to 4,217 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #175.

Root Financial Partners first reported a position in AVUV in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.62M in Q3 2024. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Root Financial Partners held 4,217 shares of Avantis US Small Cap Value ETF worth $466K as of Q1 2026.
Root Financial Partners bought 3,978 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $438K.
Avantis US Small Cap Value ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #175 holding.
Root Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 8 quarters since.
Root Financial Partners's Avantis US Small Cap Value ETF position peaked at $1.62M in Q3 2024.
1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.