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 (DFIV). 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 | 825,294 | +44,900 | +5.8% | 2.10% | $41.2M | $49.90 |
| 2025 Q3 | ADDED | 780,394 | +187,437 | +31.6% | 2.22% | $36.0M | $45.77 |
| 2025 Q2 | REDUCED | 592,957 | -65,253 | -9.9% | 2.45% | $25.4M | $42.32 |
| 2025 Q1 | ADDED | 658,210 | +43,300 | +7.0% | 2.76% | $25.9M | $38.22 |
| 2024 Q4 | ADDED | 614,910 | +147,467 | +31.5% | 2.70% | $21.8M | $34.33 |
| 2024 Q3 | ADDED | 467,443 | +133,765 | +40.1% | 2.85% | $17.8M | $36.49 |
| 2024 Q2 | ADDED | 333,678 | +80,298 | +31.7% | 2.81% | $12.0M | $34.22 |
| 2024 Q1 | ADDED | 253,380 | +46,483 | +22.5% | 2.76% | $9.3M | $34.31 |
| 2023 Q4 | ADDED | 206,897 | +54,255 | +35.5% | 2.67% | $7.1M | $32.01 |
| 2023 Q3 | ADDED | 152,642 | +42,260 | +38.3% | 2.64% | $5.0M | $30.09 |
As of 2025 Q4 — sorted by position size