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Root Financial Partners, LLC → UTZ
Root Financial Partners, LLC UTZ Position History
Utz Brands, Inc. • Consumer Defensive
Quarters held
4
Latest value
$4K
Q3 2026
Peak value
$4K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $960 |
| Q4 2025 | $114 |
| Q1 2026 | $16 |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 270 | — | — |
| Q1 2026 | $16 | 2 | — | — |
| Q4 2025 | $114 | 11 | — | — |
| Q3 2025 | $960 | 79 | — | — |
Other funds holding UTZ
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