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Root Financial Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Root Financial Partners’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137M Buy
3,247,685
+547,048
+20% +$23.3M 6.34% 4
2025
Q4 		$115M Buy
2,700,637
+645,768
+31% +$27.7M 5.94% 4
2025
Q3 		$87.9M Buy
2,054,869
+702,772
+52% +$29.8M 5.41% 4
2025
Q2 		$57.1M Buy
1,352,097
+118,907
+10% +$4.96M 5.52% 4
2025
Q1 		$51.9M Buy
1,233,190
+173,782
+16% +$7.24M 5.53% 5
2024
Q4 		$43.7M Buy
1,059,408
+212,541
+25% +$8.95M 5.42% 6
2024
Q3 		$36.6M Buy
846,867
+170,894
+25% +$7.28M 5.85% 5
2024
Q2 		$28.1M Buy
675,973
+109,848
+19% +$4.55M 6.57% 5
2024
Q1 		$23.7M Buy
566,125
+33,563
+6% +$1.41M 7.04% 4
2023
Q4 		$22.6M Buy
532,562
+142,232
+36% +$5.82M 8.48% 3
2023
Q3 		$15.8M Buy
390,330
+59,559
+18% +$2.46M 8.34% 4
2023
Q2 		$13.8M Buy
330,771
+79,619
+32% +$3.36M 8.22% 4
2023
Q1 		$10.7M Buy
+251,152
New +$10.6M 7.61% 4

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TI
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Prudential Financial
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PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return