Root Financial Partners
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Root Financial Partners’s Dyne Therapeutics DYN Stock Holding History

Root Financial Partners’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.22K Buy
+262
New +$6.02K ﹤0.01% 2288

Other funds holding DYN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in Dyne Therapeutics (DYN) in Q3 2026: 262 shares worth $4.22K. The stake represents ﹤0.01% of the portfolio and ranks #2288 among its holdings.

19 funds tracked by Wall St. Rank hold DYN as of Q3 2026.

  • Root Financial Partners held 262 shares of Dyne Therapeutics worth $4.22K as of Q3 2026.
  • Dyne Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Dyne Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2288 holding.
  • 19 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q3 2026.

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