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 (DFSD). 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 | 2,484,523 | +626,808 | +33.7% | 6.09% | $119.1M | $47.95 |
| 2025 Q3 | ADDED | 1,857,715 | +665,421 | +55.8% | 5.52% | $89.5M | $47.42 |
| 2025 Q2 | ADDED | 1,192,294 | +106,401 | +9.8% | 5.53% | $57.2M | $46.72 |
| 2025 Q1 | ADDED | 1,085,893 | +276,591 | +34.2% | 5.50% | $51.6M | $45.83 |
| 2024 Q4 | ADDED | 809,302 | +243,457 | +43.0% | 4.70% | $37.9M | $44.98 |
| 2024 Q3 | ADDED | 565,845 | +188,043 | +49.8% | 4.32% | $27.0M | $44.94 |
| 2024 Q2 | ADDED | 377,802 | +118,930 | +45.9% | 4.16% | $17.8M | $43.77 |
| 2024 Q1 | ADDED | 258,872 | +85,107 | +49.0% | 3.61% | $12.2M | $43.31 |
| 2023 Q4 | ADDED | 173,765 | +42,105 | +32.0% | 3.07% | $8.2M | $43.01 |
| 2023 Q3 | ADDED | 131,660 | +27,726 | +26.7% | 3.23% | $6.1M | $41.69 |
As of 2025 Q4 — sorted by position size