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Root Financial Partners’s Dana Inc DAN Stock Holding History

Root Financial Partners’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.5K Buy
847
+116
+16% +$3.63K ﹤0.01% 1145
2025
Q4 		$17.4K Buy
731
+113
+18% +$2.39K ﹤0.01% 1248
2025
Q3 		$12.4K Buy
+618
New +$11.5K ﹤0.01% 1364

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Root Financial Partners's DAN Position: Q1 2026 in Review

Root Financial Partners increased its Dana Inc (DAN) stake by 16% in Q1 2026, buying an estimated $3.63K and bringing the position to 847 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Root Financial Partners first reported a position in DAN in Q3 2025 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • Root Financial Partners held 847 shares of Dana Inc worth $28.5K as of Q1 2026.
  • Root Financial Partners bought 116 Dana Inc shares in Q1 2026, an estimated $3.63K.
  • Dana Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1145 holding.
  • Root Financial Partners first reported a position in Dana Inc in Q3 2025 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.