Back to BEPJ
Root Financial Partners, LLC → BEPJ
Root Financial Partners, LLC BEPJ Position History
Brookfield BRP Holdings (Canada • Utilities
Quarters held
4
Latest value
$51K
Q3 2026
Peak value
$59K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46K |
| Q4 2025 | $49K |
| Q1 2026 | $59K |
| Q3 2026 | $51K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $51K | 1.8K | — | — |
| Q1 2026 | $59K | 1.8K | — | — |
| Q4 2025 | $49K | 1.8K | — | — |
| Q3 2025 | $46K | 1.8K | — | — |
Other funds holding BEPJ
$2.6B
$2.5B
$2.4B
$2.4B
$2.2B
$2.2B
$2.2B
$2.2B
Other Root Financial Partners, LLC positions
CRDO
$202.9MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF