Ownership history in Root Financial Partners, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DUSB). 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 | 1,285,274 | +329,494 | +34.5% | 3.33% | $65.1M | $50.43 |
| 2025 Q3 | ADDED | 955,780 | +347,155 | +57.0% | 2.99% | $48.5M | $49.92 |
| 2025 Q2 | ADDED | 608,625 | +78,618 | +14.8% | 2.99% | $30.9M | $49.34 |
| 2025 Q1 | ADDED | 530,007 | +140,661 | +36.1% | 2.87% | $26.9M | $48.79 |
| 2024 Q4 | ADDED | 389,346 | +150,334 | +62.9% | 2.44% | $19.7M | $48.24 |
| 2024 Q3 | ADDED | 239,012 | +94,798 | +65.7% | 1.94% | $12.1M | $47.63 |
| 2024 Q2 | ADDED | 144,214 | +67,103 | +87.0% | 1.71% | $7.3M | $46.95 |
| 2024 Q1 | ADDED | 77,111 | +72,903 | +1732.5% | 1.16% | $3.9M | $46.30 |
| 2023 Q4 | INITIATED | 4,208 | — | — | 0.08% | $212K | — |
As of 2025 Q4 — sorted by position size