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 (DFSV). 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 | REDUCED | 617,486 | -259,185 | -29.6% | 1.04% | $20.3M | $32.89 |
| 2025 Q3 | ADDED | 876,671 | +94,169 | +12.0% | 1.72% | $27.9M | $31.71 |
| 2025 Q2 | REDUCED | 782,502 | -515,381 | -39.7% | 2.23% | $23.0M | $29.18 |
| 2025 Q1 | REDUCED | 1,297,883 | -176,545 | -12.0% | 3.90% | $36.6M | $27.78 |
| 2024 Q4 | ADDED | 1,474,428 | +340,729 | +30.1% | 5.63% | $45.4M | $30.29 |
| 2024 Q3 | ADDED | 1,133,699 | +337,550 | +42.4% | 5.59% | $34.9M | $30.18 |
| 2024 Q2 | ADDED | 796,149 | +216,182 | +37.3% | 5.36% | $22.9M | $28.11 |
| 2024 Q1 | ADDED | 579,967 | +124,876 | +27.4% | 5.18% | $17.5M | $29.28 |
| 2023 Q4 | ADDED | 455,091 | +131,596 | +40.7% | 4.98% | $13.3M | $28.27 |
| 2023 Q3 | ADDED | 323,495 | +75,127 | +30.2% | 4.34% | $8.2M | $24.50 |
As of 2025 Q4 — sorted by position size