Ownership history in Root Financial Partners, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DFUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Root Financial Partners, LLC underperformed the S&P 500 by β6.5% annually on this DFUV position. Timing score: 55% (6/11 decisions correct). Average cost basis: $38.22. Maximum drawdown during holding period: β3.6%.
β Significantly underperformed the S&P 500 by 6.5% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $31.93 (2023 Q1) Β· Worst: $44.53 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 3 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.58% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.