Root Financial Partners, LLC Dimensional ETF Tr Short Durat Transaction History

Root Financial Partners, LLC

$625 Billion
Q3 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Root Financial Partners, LLC holds 565,845 shares of DFSD stock, worth $26.5 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares

565,845

Previous 377,802 49.77%

Holding current value

$26.5 Million

Previous $17.8 Billion 52.13%

% of portfolio

4.32%

Previous 4.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$47.0 - $47.84 $8.84 Million - $9 Million	188,043 Added 49.77%	565,845 $27 Billion
Q2 2024 Aug 02, 2024	BUY	$46.64 - $47.15 $5.55 Million - $5.61 Million	118,930 Added 45.94%	377,802 $17.8 Billion
Q1 2024 Apr 24, 2024	BUY	$46.78 - $47.19 $3.98 Million - $4.02 Million	85,107 Added 48.98%	258,872 $12.2 Billion
Q4 2023 Jan 29, 2024	BUY	$46.16 - $47.09 $1.94 Million - $1.98 Million	42,105 Added 31.98%	173,765 $8.17 Billion
Q3 2023 Oct 19, 2023	BUY	$46.24 - $46.65 $1.28 Million - $1.29 Million	27,726 Added 26.68%	131,660 $6.11 Billion
Q2 2023 Jul 26, 2023	BUY	$46.28 - $46.83 $1.02 Million - $1.03 Million	22,046 Added 26.92%	103,934 $4.82 Billion
Q1 2023 May 11, 2023	BUY	$46.1 - $46.75 $3.78 Million - $3.83 Million	81,888 New	81,888 $3.82 Billion

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Dimensional ETF Tr Short Durat Transaction History