Back to PHAT

Root Financial Partners, LLC → PHAT

Root Financial Partners, LLC PHAT Position History

Phathom Pharmaceuticals, Inc. • Healthcare

Quarters held
2
Latest value
$197
Q3 2026
Peak value
$197
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$122
Q3 2026$197

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19727——
Q1 2026$12211——

Other funds holding PHAT

Other Root Financial Partners, LLC positions

CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$202.9M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$186.8M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$162.3M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$161.8M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$158.7M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$151.2M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$137.4M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$137.1M