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Proshares Tr priv eqty-lstd shares owned by Root Financial Partners

Quarter-by-quarter ownership of Proshares Tr priv eqty-lstd (PEX) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Proshares Tr priv eqty-lstd

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr priv eqty-lstd held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr priv eqty-lstd by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.4k 381 24.72

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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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)
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Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
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Dimensional International Value Etf Etf (DFIV)
Apple Stock (AAPL)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Proshares Tr priv eqty-lstd

Beta Wealth
Cetera Investment Advisers
Citadel Advisors
Jane Street
Flow Traders US
Cambridge Investment Research Advisors
Betterment
Royal Bank of Canada
Hanson McClain Advisors
Global Retirement Partners
Root Financial Partners
Advisor Group Holdings
UBS Group
Ronald Blue Trust
Jpmorgan Chase & Co

View all funds holding Proshares Tr priv eqty-lstd