Root Financial Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Root Financial Partners’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$450K	Sell
2025 Q2	$448K	Sell
2025 Q1	$428K	Hold
2024 Q4	$437K	Hold
2024 Q3	$444K	Buy
2024 Q2	$416K	Hold
2024 Q1	$413K	Hold
2023 Q4	$384K	Buy