Dimensional Fund Advisors’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
119,484
+72,229
| +153% | +$9.24M | ﹤0.01% | 2082 |
|
|
2025
Q1 | $6.31M | Buy |
47,255
+7,105
| +18% | +$948K | ﹤0.01% | 2428 |
|
|
2024
Q4 | $2.92M | Buy |
40,150
+28,386
| +241% | +$2.06M | ﹤0.01% | 2692 |
|
|
2024
Q3 | $444K | Sell |
11,764
-6,225
| -35% | -$235K | ﹤0.01% | 3058 |
|
|
2024
Q2 | $928K | Hold |
17,989
| – | – | ﹤0.01% | 2924 |
|
|
2024
Q1 | $1.1M | Sell |
17,989
-2,279
| -11% | -$139K | ﹤0.01% | 2909 |
|
|
2023
Q4 | $212K | Buy |
20,268
+1,778
| +10% | +$18.6K | ﹤0.01% | 3187 |
|
|
2023
Q3 | $176K | Buy |
18,490
+4
| +0% | +$38 | ﹤0.01% | 3233 |
|
|
2023
Q2 | $165K | Buy |
+18,486
| New | +$165K | ﹤0.01% | 3268 |
|
|
2022
Q4 | – | Sell |
-45,250
| Closed | -$357K | – | 3513 |
|
|
2022
Q3 | $357K | Buy |
+45,250
| New | +$357K | ﹤0.01% | 3118 |
|