Back to DSM
Root Financial Partners, LLC → DSM
Root Financial Partners, LLC DSM Position History
BNY Mellon Strategic Municipal Bond Fund, Inc. • Financial Services
Quarters held
4
Latest value
$51K
Q3 2026
Peak value
$51K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $48K |
| Q4 2025 | $51K |
| Q1 2026 | $49K |
| Q3 2026 | $51K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $51K | 9.7K | — | — |
| Q1 2026 | $49K | 8.2K | — | — |
| Q4 2025 | $51K | 8.2K | — | — |
| Q3 2025 | $48K | 8.2K | — | — |
Other funds holding DSM
$289.4M
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