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Root Financial Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Root Financial Partners’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$30.4M Buy
981,440
+502,826
+105% +$15.6M 2.94% 9
2025
Q1 		$14.6M Buy
+478,614
New +$14.6M 1.56% 16