Root Financial Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$143M	Buy	2,991,136 +506,613	+20%	+$24.4M	6.62%	3
2025 Q4	$119M	Buy	2,484,523 +626,808	+34%	+$30.2M	6.16%	3
2025 Q3	$89.5M	Buy	1,857,715 +665,421	+56%	+$32M	5.52%	3
2025 Q2	$57.2M	Buy	1,192,294 +106,401	+10%	+$5.07M	5.53%	3
2025 Q1	$51.6M	Buy	1,085,893 +276,591	+34%	+$13.1M	5.5%	6
2024 Q4	$37.9M	Buy	809,302 +243,457	+43%	+$11.5M	4.7%	7
2024 Q3	$27M	Buy	565,845 +188,043	+50%	+$8.92M	4.32%	8
2024 Q2	$17.8M	Buy	377,802 +118,930	+46%	+$5.58M	4.16%	8
2024 Q1	$12.2M	Buy	258,872 +85,107	+49%	+$4M	3.61%	8
2023 Q4	$8.17M	Buy	173,765 +42,105	+32%	+$1.96M	3.07%	8
2023 Q3	$6.11M	Buy	131,660 +27,726	+27%	+$1.29M	3.23%	8
2023 Q2	$4.82M	Buy	103,934 +22,046	+27%	+$1.03M	2.87%	8
2023 Q1	$3.82M	Buy	+81,888	New	+$3.8M	2.73%	8

Other funds holding DFSD

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return