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 Q2	$426M	Sell	5,198,745 -927,205	-15%	-$73.3M	16.55%	1
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	20.17%	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

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Root Financial Partners's DFUS Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional US Equity ETF (DFUS) stake by 15% in Q2 2026, selling an estimated $73.3M and leaving 5,198,745 shares worth $426M. The position accounts for 16.55% of the portfolio, ranked #1.

Root Financial Partners first reported a position in DFUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $434M in Q1 2026. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Root Financial Partners held 5,198,745 shares of Dimensional US Equity ETF worth $426M as of Q2 2026.
Root Financial Partners sold 927,205 Dimensional US Equity ETF shares in Q2 2026, an estimated $73.3M.
Dimensional US Equity ETF made up 16.55% of Root Financial Partners's portfolio in Q2 2026, its #1 holding.
Root Financial Partners first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 14 quarters since.
Root Financial Partners's Dimensional US Equity ETF position peaked at $434M in Q1 2026.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.