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.
| 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 |
| 2024 Q4 | ADDED | 2,316,725 | +495,422 | +27.2% | 18.31% | $147.7M | $63.14 |
| 2024 Q3 | ADDED | 1,821,303 | +495,412 | +37.4% | 18.12% | $113.3M | $61.40 |
| 2024 Q2 | ADDED | 1,325,891 | +280,798 | +26.9% | 18.27% | $78.0M | $57.94 |
| 2024 Q1 | ADDED | 1,045,093 | +178,503 | +20.6% | 17.66% | $59.5M | $55.95 |
| 2023 Q4 | ADDED | 866,590 | +205,735 | +31.1% | 16.87% | $44.9M | $50.78 |
| 2023 Q3 | ADDED | 660,855 | +129,198 | +24.3% | 16.29% | $30.8M | $45.40 |
As of 2025 Q4 — sorted by position size