Dimensional Fund Advisors
ROOT icon

Dimensional Fund Advisors’s Root ROOT Stock Holding History

Dimensional Fund Advisors’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.73M Buy
102,509
+15,286
+18% +$847K ﹤0.01% 2513
2026
Q2 		$4.88M Sell
87,223
-63,241
-42% -$3.37M ﹤0.01% 2549
2026
Q1 		$6.64M Sell
150,464
-22,165
-13% -$1.29M ﹤0.01% 2406
2025
Q4 		$12.5M Buy
172,629
+4,175
+2% +$333K ﹤0.01% 2207
2025
Q3 		$15.1M Buy
168,454
+48,970
+41% +$5.13M ﹤0.01% 2138
2025
Q2 		$15.3M Buy
119,484
+72,229
+153% +$9.8M ﹤0.01% 2082
2025
Q1 		$6.31M Buy
47,255
+7,105
+18% +$814K ﹤0.01% 2428
2024
Q4 		$2.92M Buy
40,150
+28,386
+241% +$1.96M ﹤0.01% 2692
2024
Q3 		$444K Sell
11,764
-6,225
-35% -$321K ﹤0.01% 3058
2024
Q2 		$928K Hold
17,989
– – ﹤0.01% 2924
2024
Q1 		$1.1M Sell
17,989
-2,279
-11% -$53.6K ﹤0.01% 2909
2023
Q4 		$212K Buy
20,268
+1,778
+10% +$17.6K ﹤0.01% 3187
2023
Q3 		$176K Buy
18,490
+4
+0% +$41 ﹤0.01% 3233
2023
Q2 		$165K Buy
+18,486
New +$102K ﹤0.01% 3268
2022
Q3 		$357K Buy
+45,250
New +$708K ﹤0.01% 3118

Other funds holding ROOT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Trinity Financial Advisors
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Dimensional Fund Advisors's ROOT Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Root (ROOT) stake by 18% in Q3 2026, buying an estimated $847K and bringing the position to 102,509 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Dimensional Fund Advisors first reported a position in ROOT in Q3 2022 and has held it in 15 quarters since. The position peaked at $15.3M in Q2 2025. 51 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

  • Dimensional Fund Advisors held 102,509 shares of Root worth $4.73M as of Q3 2026.
  • Dimensional Fund Advisors bought 15,286 Root shares in Q3 2026, an estimated $847K.
  • Root made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2513 holding.
  • Dimensional Fund Advisors first reported a position in Root in Q3 2022 and has held it in 15 quarters since.
  • Dimensional Fund Advisors's Root position peaked at $15.3M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.