Back to PUKPF
Root Financial Partners, LLC → PUKPF
Root Financial Partners, LLC PUKPF Position History
Prudential plc • Financial Services
Quarters held
4
Latest value
$14K
Q3 2026
Peak value
$14K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q4 2025 | $12K |
| Q1 2026 | $11K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 581 | — | — |
| Q1 2026 | $11K | 372 | — | — |
| Q4 2025 | $12K | 371 | — | — |
| Q3 2025 | $8K | 283 | — | — |
Other funds holding PUKPF
$86.8M
$86.8M
$77.8M
$77.4M
$71M
$69.9M
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