Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Root Financial Partners, LLC holds 14,865 shares of DFIC stock, worth $479,247. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,865

Previous 59,864 75.17%

Holding current value

$479,247

Previous $1.66 Billion 72.2%

% of portfolio

0.04%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$24.94 - $31.15 $1.12 Million - $1.4 Million	-44,999 Reduced 75.17%	14,865 $462 Million
Q1 2025 Apr 24, 2025	BUY	$25.54 - $28.79 $25,361 - $28,588	993 Added 1.69%	59,864 $1.66 Billion
Q4 2024 Jan 29, 2025	BUY	$25.61 - $28.0 $19,975 - $21,840	780 Added 1.34%	58,871 $1.52 Billion
Q3 2024 Oct 31, 2024	BUY	$25.36 - $28.37 $2,713 - $3,035	107 Added 0.18%	58,091 $1.63 Billion
Q2 2024 Aug 02, 2024	BUY	$25.73 - $27.44 $63,733 - $67,968	2,477 Added 4.46%	57,984 $1.52 Billion
Q1 2024 Apr 24, 2024	BUY	$24.62 - $26.83 $12,063 - $13,146	490 Added 0.89%	55,507 $1.48 Billion
Q4 2023 Jan 29, 2024	SELL	$22.18 - $25.58 $10,956 - $12,636	-494 Reduced 0.89%	55,017 $1.4 Billion
Q3 2023 Oct 19, 2023	BUY	$23.25 - $25.17 $35,107 - $38,006	1,510 Added 2.8%	55,511 $1.3 Billion
Q2 2023 Jul 26, 2023	BUY	$23.45 - $24.88 $79,261 - $84,094	3,380 Added 6.68%	54,001 $1.31 Billion
Q1 2023 May 11, 2023	BUY	$22.5 - $24.64 $1.14 Million - $1.25 Million	50,621 New	50,621 $1.22 Billion

Others Institutions Holding DFIC

# of Institutions

512

Shares Held

297M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History