Root Financial Partners
DH icon

Root Financial Partners’s Definitive Healthcare DH Stock Holding History

Root Financial Partners’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35 Buy
+39
New +$32 ﹤0.01% 3752
2026
Q2 		– Sell
-53
Closed -$65 – 1114
2026
Q1 		$65 Buy
+53
New +$92 ﹤0.01% 3348

Other funds holding DH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Flywheel Private Wealth
Flywheel Private Wealth Los Altos, California $202M AUM 19.93% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

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

Root Financial Partners opened a new position in Definitive Healthcare (DH) in Q3 2026: 39 shares worth $35. The stake represents ﹤0.01% of the portfolio and ranks #3752 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DH as recently as Q1 2026.

Root Financial Partners first reported a position in DH in Q1 2026 and has held it in 2 quarters since. The position peaked at $65 in Q1 2026. 30 funds tracked by Wall St. Rank hold DH as of Q3 2026.

  • Root Financial Partners held 39 shares of Definitive Healthcare worth $35 as of Q3 2026.
  • Definitive Healthcare was a new Root Financial Partners position in Q3 2026.
  • Definitive Healthcare made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3752 holding.
  • Root Financial Partners first reported a position in Definitive Healthcare in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Definitive Healthcare position peaked at $65 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2026.

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