Root Financial Partners’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207M | Buy |
3,095,429
+201,590
| +7% | +$13.5M | 20.05% | 1 |
|
|
2025
Q1 | $175M | Buy |
2,893,839
+577,114
| +25% | +$34.9M | 18.67% | 1 |
|
|
2024
Q4 | $148M | Buy |
2,316,725
+495,422
| +27% | +$31.6M | 18.31% | 1 |
|
|
2024
Q3 | $113M | Buy |
1,821,303
+495,412
| +37% | +$30.8M | 18.12% | 1 |
|
|
2024
Q2 | $78M | Buy |
1,325,891
+280,798
| +27% | +$16.5M | 18.27% | 1 |
|
|
2024
Q1 | $59.5M | Buy |
1,045,093
+178,503
| +21% | +$10.2M | 17.66% | 1 |
|
|
2023
Q4 | $44.9M | Buy |
866,590
+205,735
| +31% | +$10.7M | 16.87% | 1 |
|
|
2023
Q3 | $30.8M | Buy |
660,855
+129,198
| +24% | +$6.01M | 16.29% | 1 |
|
|
2023
Q2 | $25.6M | Buy |
531,657
+104,281
| +24% | +$5.02M | 15.24% | 1 |
|
|
2023
Q1 | $19M | Buy |
+427,376
| New | +$19M | 13.54% | 2 |
|