Root Financial Partners, LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1977181
ENCINITAS, CA
All Filings in DFSD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DFSD | $51,601,635 | 1,085,893 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 DFSD | $37,940,077 | 809,302 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 DFSD | $27,013,440 | 565,845 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 DFSD | $17,756,694 | 377,802 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 DFSD | $12,177,338 | 258,872 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 DFSD | $8,168,692 | 173,765 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 DFSD | $6,106,390 | 131,660 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 DFSD | $4,817,340 | 103,934 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 DFSD | $3,820,894 | 81,888 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||