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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Root Financial Partners

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $420k 15k 27.21
2025-09-30 $227k 8.6k 26.30
2025-06-30 $222k 9.0k 24.54
2025-03-31 $212k 9.0k 23.61

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Nvidia Corporation Stock (NVDA)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Apple Stock (AAPL)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

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