Ownership history in Root Financial Partners, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DFAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,909,269 | +326,780 | +20.6% | 2.23% | $43.7M | $22.90 |
| 2025 Q3 | ADDED | 1,582,489 | +528,128 | +50.1% | 2.33% | $37.7M | $23.46 |
| 2025 Q2 | REDUCED | 1,054,361 | -56,601 | -5.1% | 2.39% | $24.7M | $22.94 |
| 2025 Q1 | ADDED | 1,110,962 | +140,598 | +14.5% | 2.81% | $26.4M | $23.11 |
| 2024 Q4 | ADDED | 970,364 | +221,230 | +29.5% | 2.80% | $22.6M | $22.60 |
| 2024 Q3 | ADDED | 749,134 | +201,518 | +36.8% | 3.07% | $19.2M | $24.54 |
| 2024 Q2 | ADDED | 547,616 | +136,081 | +33.1% | 2.83% | $12.1M | $21.04 |
| 2024 Q1 | ADDED | 411,535 | +72,171 | +21.3% | 2.73% | $9.2M | $21.15 |
| 2023 Q4 | ADDED | 339,364 | +80,946 | +31.3% | 2.90% | $7.7M | $21.48 |
| 2023 Q3 | ADDED | 258,418 | +47,755 | +22.7% | 2.67% | $5.0M | $18.21 |
As of 2025 Q4 — sorted by position size