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Root Financial Partners »

Investment Managers Ser Tr I shares owned by Root Financial Partners

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Root Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$15k	709	20.80

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Dimensional U.s. Equity Market Etf Etf (DFUS)

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Dimensional U.s. Small Cap Etf Etf (DFAS)

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View all positions for Root Financial Partners

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