DFUS — 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 (DFUS). 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
20.36% (2025 Q3)
Avg. % of fund
17.8%
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 5,320,698 +759,253 +16.6% 20.17% $394.6M $74.17
2025 Q3 ADDED 4,561,445 +1,466,016 +47.4% 20.36% $330.4M $72.29
2025 Q2 ADDED 3,095,429 +201,590 +7.0% 20.05% $207.5M $66.71
2025 Q1 ADDED 2,893,839 +577,114 +24.9% 18.67% $175.1M $60.04
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28% Index Fund Advisors, Inc. 3Y 17.24%
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