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 Q2	–	Sell	-2	Closed	-$98	–	2371
2026 Q1	$98	Buy	+2	New	+$86	﹤0.01%	3287

Other funds holding PDEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Root Financial Partners's PDEX Position: Q2 2026 in Review

Root Financial Partners sold out of Pro-Dex (PDEX) in Q2 2026, closing a stake of 2 shares — an estimated $98 sold.

Root Financial Partners first reported a position in PDEX in Q1 2026 and held it in 1 quarter. The position peaked at $98 in Q1 2026. 66 funds tracked by Wall St. Rank hold PDEX as of Q2 2026.

Root Financial Partners reported no remaining Pro-Dex position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 Pro-Dex shares in Q2 2026, an estimated $98.
Root Financial Partners first reported a position in Pro-Dex in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Pro-Dex position peaked at $98 in Q1 2026.
66 funds tracked by Wall St. Rank held Pro-Dex as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.