Root Financial Partners
DAN icon

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
Q3 		$25.2K Buy
+921
New +$26.5K ﹤0.01% 1433
2026
Q2 		– Sell
-847
Closed -$28.5K – 1079
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 $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's DAN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dana Inc (DAN) in Q3 2026: 921 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DAN as recently as Q1 2026.

Root Financial Partners first reported a position in DAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.5K in Q1 2026. 267 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

  • Root Financial Partners held 921 shares of Dana Inc worth $25.2K as of Q3 2026.
  • Dana Inc was a new Root Financial Partners position in Q3 2026.
  • Dana Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1433 holding.
  • Root Financial Partners first reported a position in Dana Inc in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Dana Inc position peaked at $28.5K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.