Back to PFSI
Root Financial Partners, LLC → PFSI
Root Financial Partners, LLC PFSI Position History
PennyMac Financial Services, Inc. • Financial Services
Quarters held
4
Latest value
$3K
Q3 2026
Peak value
$30K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24K |
| Q4 2025 | $30K |
| Q1 2026 | $15K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 46 | — | — |
| Q1 2026 | $15K | 171 | — | — |
| Q4 2025 | $30K | 229 | — | — |
| Q3 2025 | $24K | 194 | — | — |
Other funds holding PFSI
$208.5M
$94.8M
$93.6M
$86.7M
$80.3M
$80.3M
$74.9M
$69.4M
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