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Root Financial Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Root Financial Partners’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113M Buy
1,586,355
+231,179
+17% +$17M 5.22% 5
2025
Q4 		$94.4M Buy
1,355,176
+380,939
+39% +$26.3M 4.88% 6
2025
Q3 		$66.7M Buy
974,237
+415,058
+74% +$27.7M 4.11% 6
2025
Q2 		$35.6M Buy
559,179
+299,957
+116% +$18M 3.44% 7
2025
Q1 		$15.5M Buy
259,222
+245,533
+1,794% +$15.8M 1.65% 15
2024
Q4 		$891K Sell
13,689
-2,800
-17% -$187K 0.11% 70
2024
Q3 		$1.07M Sell
16,489
-435
-3% -$27.2K 0.17% 47
2024
Q2 		$1.02M Sell
16,924
-3,743
-18% -$225K 0.24% 34
2024
Q1 		$1.29M Sell
20,667
-723
-3% -$42.8K 0.38% 32
2023
Q4 		$1.28M Sell
21,390
-290
-1% -$15.5K 0.48% 25
2023
Q3 		$1.14M Buy
21,680
+4,846
+29% +$267K 0.6% 24
2023
Q2 		$922K Buy
16,834
+305
+2% +$15.9K 0.55% 26
2023
Q1 		$871K Buy
+16,529
New +$895K 0.62% 28

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IFA
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Focus Partners Wealth
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PFA
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TWA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return