Dimensional Etf Trust shares owned by Root Financial Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $90M | 1.9M | 48.19 |
| 2025-06-30 | $57M | 1.2M | 48.01 |
| 2025-03-31 | $52M | 1.1M | 47.52 |
| 2024-12-31 | $38M | 809k | 46.88 |
| 2024-09-30 | $27M | 566k | 47.74 |
| 2024-06-30 | $18M | 378k | 47.00 |
| 2024-03-31 | $12M | 259k | 47.04 |
| 2023-12-31 | $8.2M | 174k | 47.01 |
| 2023-09-30 | $6.1M | 132k | 46.38 |
| 2023-06-30 | $4.8M | 104k | 46.35 |
| 2023-03-31 | $3.8M | 82k | 46.66 |