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Root Financial Partners, LLC → DFH
Root Financial Partners, LLC DFH Position History
Dream Finders Homes, Inc. • Construction
Quarters held
4
Latest value
$75
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q4 2025 | $1K |
| Q1 2026 | $292 |
| Q3 2026 | $75 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $75 | 7 | — | — |
| Q1 2026 | $292 | 21 | — | — |
| Q4 2025 | $1K | 65 | — | — |
| Q3 2025 | $2K | 95 | — | — |
Other funds holding DFH
$42.5M
$38.7M
$32.3M
$29.5M
$29.5M
Other Root Financial Partners, LLC positions
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HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
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$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