Back to FWRG
Root Financial Partners, LLC → FWRG
Root Financial Partners, LLC FWRG Position History
First Watch Restaurant Group, Inc. • Consumer Cyclical
Quarters held
1
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 490 | — | — |
Other funds holding FWRG
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