DFAS — DIMENSIONAL ETF TRUST

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 (DFAS). 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.

Peak position
4.82% (2025 Q4)
Avg. % of fund
1.43%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,355,176 +380,939 +39.1% 4.82% $94.4M $69.67
2025 Q3 ADDED 974,237 +415,058 +74.2% 4.11% $66.7M $68.27
2025 Q2 ADDED 559,179 +299,957 +115.7% 3.44% $35.6M $63.36
2025 Q1 ADDED 259,222 +245,533 +1793.7% 1.65% $15.5M $59.26
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
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