Back to PSORF
Root Financial Partners, LLC → PSORF
Root Financial Partners, LLC PSORF Position History
Pearson plc • Communication Services
Quarters held
4
Latest value
$963
Q3 2026
Peak value
$963
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $156 |
| Q4 2025 | $56 |
| Q1 2026 | $92 |
| Q3 2026 | $963 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $963 | 60 | — | — |
| Q1 2026 | $92 | 7 | — | — |
| Q4 2025 | $56 | 4 | — | — |
| Q3 2025 | $156 | 11 | — | — |
Other funds holding PSORF
$36.1M
$35.3M
$35.1M
$34.6M
$34.3M
$33.5M
$32.8M
Other Root Financial Partners, LLC positions
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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