Root Financial Partners
DORM icon

Root Financial Partners’s Dorman Products DORM Stock Holding History

Root Financial Partners’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.2K Buy
+140
New +$18.5K ﹤0.01% 1631
2026
Q2 		– Sell
-75
Closed -$7.83K – 1149
2026
Q1 		$7.83K Sell
75
-39
-34% -$4.64K ﹤0.01% 1771
2025
Q4 		$14K Buy
114
+15
+15% +$2.02K ﹤0.01% 1350
2025
Q3 		$15.4K Buy
+99
New +$14.2K ﹤0.01% 1246

Other funds holding DORM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Dorman Products (DORM) in Q3 2026: 140 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #1631 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DORM as recently as Q1 2026.

Root Financial Partners first reported a position in DORM in Q3 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold DORM as of Q3 2026.

  • Root Financial Partners held 140 shares of Dorman Products worth $17.2K as of Q3 2026.
  • Dorman Products was a new Root Financial Partners position in Q3 2026.
  • Dorman Products made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1631 holding.
  • Root Financial Partners first reported a position in Dorman Products in Q3 2025 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held Dorman Products as of Q3 2026.

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