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 3,902 shares of DFSB stock, worth $0. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,902

Holding current value

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	N/A	3,902 New	3,902 $205 Million

Others Institutions Holding DFSB

# of Institutions

Shares Held

7.16M

Call Options Held

Put Options Held

Abacus Wealth Partners, LLC Santa Monica, CA

2.1M
Shares

$0
16.79% of portfolio
Maseco LLP London,

1.46M
Shares

$0
2.9% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

487K
Shares

$0
0.0% of portfolio
Passive Capital Management, Llc. Baltimore, MD

376K
Shares

$0
3.98% of portfolio
Blue Oak Capital, LLC Menlo Park, CA

334K
Shares

$0
9.2% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSB

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Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History