Back to MGRC
Root Financial Partners, LLC → MGRC
Root Financial Partners, LLC MGRC Position History
McGrath RentCorp • Industrials
Quarters held
4
Latest value
$16K
Q3 2026
Peak value
$16K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7K |
| Q4 2025 | $8K |
| Q1 2026 | $9K |
| Q3 2026 | $16K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16K | 139 | — | — |
| Q1 2026 | $9K | 85 | — | — |
| Q4 2025 | $8K | 72 | — | — |
| Q3 2025 | $7K | 57 | — | — |
Other funds holding MGRC
$309M
$297.1M
$291.8M
$263.4M
$121.4M
$117.5M
$110.8M
$103.8M
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