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Root Financial Partners’s Pro-Dex PDEX Stock Holding History

Root Financial Partners’s Portfolio PDEX Stock Details PDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98 Buy
+2
New +$86 ﹤0.01% 3287

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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Root Financial Partners opened a new position in Pro-Dex (PDEX) in Q1 2026: 2 shares worth $98. The stake represents ﹤0.01% of the portfolio and ranks #3287 among its holdings.

58 funds tracked by Wall St. Rank hold PDEX as of Q1 2026.

  • Root Financial Partners held 2 shares of Pro-Dex worth $98 as of Q1 2026.
  • Pro-Dex was a new Root Financial Partners position in Q1 2026.
  • Pro-Dex made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3287 holding.
  • 58 funds tracked by Wall St. Rank held Pro-Dex as of Q1 2026.

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