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Root Financial Partners, LLC → WF
Root Financial Partners, LLC WF Position History
Woori Financial Group Inc. • Financial Services
Quarters held
3
Latest value
$4K
Q3 2026
Peak value
$4K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $764 |
| Q1 2026 | $2K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 50 | — | — |
| Q1 2026 | $2K | 30 | — | — |
| Q4 2025 | $764 | 13 | — | — |
Other funds holding WF
$88.4M
$80.8M
$67.5M
$61.3M
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