Root Financial Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$724K	Buy	14,966 +1,006	+7%	+$48.3K	0.02%	176
2026 Q2	$682K	Buy	13,960 +1,009	+8%	+$48.2K	0.03%	156
2026 Q1	$549K	Buy	12,951 +5,978	+86%	+$263K	0.03%	153
2025 Q4	$289K	Buy	6,973 +2,688	+63%	+$111K	0.01%	233
2025 Q3	$176K	Buy	+4,285	New	+$169K	0.01%	306
2025 Q2	–	Sell	-6,739	Closed	-$227K	–	256
2025 Q1	$227K	Buy	+6,739	New	+$228K	0.02%	191

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Root Financial Partners's DFSE Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 7.2% in Q3 2026, buying an estimated $48.3K and bringing the position to 14,966 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #176.

Root Financial Partners first reported a position in DFSE in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Root Financial Partners held 14,966 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $724K as of Q3 2026.
Root Financial Partners bought 1,006 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $48.3K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #176 holding.
Root Financial Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
80 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.