Back to LBRT
Root Financial Partners, LLC → LBRT
Root Financial Partners, LLC LBRT Position History
Liberty Energy Inc.
Quarters held
4
Latest value
$15K
Q3 2026
Peak value
$26K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q4 2025 | $9K |
| Q1 2026 | $26K |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 818 | — | — |
| Q1 2026 | $26K | 914 | — | — |
| Q4 2025 | $9K | 509 | — | — |
| Q3 2025 | $2K | 185 | — | — |
Other funds holding LBRT
$516.5M
$500.2M
$473.5M
$374.4M
$364.5M
$335.7M
$311.1M
$301.8M
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