Back to WAFDP
Root Financial Partners, LLC → WAFDP
Root Financial Partners, LLC WAFDP Position History
WaFd, Inc. • Financial Services
Quarters held
4
Latest value
$15K
Q3 2026
Peak value
$15K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6K |
| Q4 2025 | $7K |
| Q1 2026 | $14K |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 505 | — | — |
| Q1 2026 | $14K | 437 | — | — |
| Q4 2025 | $7K | 222 | — | — |
| Q3 2025 | $6K | 187 | — | — |
Other funds holding WAFDP
$268.3M
$264.7M
$260.9M
$255.8M
$229.1M
$227.5M
$166.7M
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