Root Financial Partners, LLC
Position in DUSB — Dimensional Ultrashort Fixed Income ETF
CIK 1977181
ENCINITAS, CA
All Filings in DUSB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DUSB | $76,793,702 | 1,514,370 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 DUSB | $65,099,128 | 1,285,274 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 DUSB | $48,534,508 | 955,780 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 DUSB | $30,887,718 | 608,625 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 DUSB | $26,887,255 | 530,007 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 DUSB | $19,697,014 | 389,346 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 DUSB | $12,134,639 | 239,012 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 DUSB | $7,307,323 | 144,214 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 DUSB | $3,899,503 | 77,111 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 DUSB | $211,746 | 4,208 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||