Dimensional Fund Advisors
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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
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% +$9.78M ﹤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
Q4 		– Sell
-45,250
Closed -$357K – 3513
2022
Q3 		$357K Buy
+45,250
New +$708K ﹤0.01% 3118

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors's ROOT Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Root (ROOT) stake by 13% in Q1 2026, selling an estimated $1.29M and leaving 150,464 shares worth $6.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Dimensional Fund Advisors first reported a position in ROOT in Q3 2022 and has held it in 13 quarters since. The position peaked at $15.3M in Q2 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Dimensional Fund Advisors held 150,464 shares of Root worth $6.64M as of Q1 2026.
  • Dimensional Fund Advisors sold 22,165 Root shares in Q1 2026, an estimated $1.29M.
  • Root made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2406 holding.
  • Dimensional Fund Advisors first reported a position in Root in Q3 2022 and has held it in 13 quarters since.
  • Dimensional Fund Advisors's Root position peaked at $15.3M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.