Root Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.8M	Sell	573,822 -89,189	-13%	-$4.38M	1.29%	17
2025 Q4	$30.9M	Sell	663,011 -342,608	-34%	-$15.5M	1.58%	17
2025 Q3	$44.9M	Buy	1,005,619 +51,447	+5%	+$2.24M	2.77%	9
2025 Q2	$40.3M	Sell	954,172 -406,707	-30%	-$16.3M	3.9%	6
2025 Q1	$56.1M	Sell	1,360,879 -158,054	-10%	-$6.63M	5.98%	3
2024 Q4	$62.2M	Buy	1,518,933 +367,566	+32%	+$15.6M	7.71%	3
2024 Q3	$48M	Buy	1,151,367 +343,855	+43%	+$13.9M	7.68%	3
2024 Q2	$31.7M	Buy	807,512 +215,108	+36%	+$8.51M	7.42%	3
2024 Q1	$24.2M	Buy	592,404 +134,785	+29%	+$5.15M	7.19%	3
2023 Q4	$17M	Buy	457,619 +128,297	+39%	+$4.42M	6.4%	6
2023 Q3	$11.2M	Buy	329,322 +84,586	+35%	+$2.96M	5.93%	6
2023 Q2	$8.44M	Buy	244,736 +87,351	+56%	+$2.92M	5.03%	6
2023 Q1	$5.27M	Buy	+157,385	New	+$5.39M	3.76%	6

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Root Financial Partners's DFUV Position: Q1 2026 in Review

Root Financial Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 13% in Q1 2026, selling an estimated $4.38M and leaving 573,822 shares worth $27.8M. The position accounts for 1.29% of the portfolio, ranked #17.

Root Financial Partners first reported a position in DFUV in Q1 2023 and has held it in 13 quarters since. The position peaked at $62.2M in Q4 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Root Financial Partners held 573,822 shares of Dimensional US Marketwide Value ETF worth $27.8M as of Q1 2026.
Root Financial Partners sold 89,189 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $4.38M.
Dimensional US Marketwide Value ETF made up 1.29% of Root Financial Partners's portfolio in Q1 2026, its #17 holding.
Root Financial Partners first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's Dimensional US Marketwide Value ETF position peaked at $62.2M in Q4 2024.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.