RFP
DFUS

Root Financial Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Root Financial Partners’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$434M Buy
6,125,950
+805,252
+15% +$59.7M 20.09% 1
2025
Q4 		$395M Buy
5,320,698
+759,253
+17% +$55.8M 20.39% 1
2025
Q3 		$330M Buy
4,561,445
+1,466,016
+47% +$102M 20.36% 1
2025
Q2 		$207M Buy
3,095,429
+201,590
+7% +$12.5M 20.05% 1
2025
Q1 		$175M Buy
2,893,839
+577,114
+25% +$36.9M 18.67% 1
2024
Q4 		$148M Buy
2,316,725
+495,422
+27% +$31.8M 18.31% 1
2024
Q3 		$113M Buy
1,821,303
+495,412
+37% +$29.7M 18.12% 1
2024
Q2 		$78M Buy
1,325,891
+280,798
+27% +$16M 18.27% 1
2024
Q1 		$59.5M Buy
1,045,093
+178,503
+21% +$9.66M 17.66% 1
2023
Q4 		$44.9M Buy
866,590
+205,735
+31% +$9.96M 16.87% 1
2023
Q3 		$30.8M Buy
660,855
+129,198
+24% +$6.25M 16.29% 1
2023
Q2 		$25.6M Buy
531,657
+104,281
+24% +$4.74M 15.24% 1
2023
Q1 		$19M Buy
+427,376
New +$18.6M 13.54% 2

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MPW
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VT
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IFA
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PL
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SWA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return