Root Financial Partners, LLC DIMENSIONAL ULTRASHORT FIXED INCOME ETF Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025
Number of Shares
608,625
Previous 530,007 14.83%
Holding current value
$30.9 Billion
Previous $26.9 Billion 14.88%
% of portfolio
2.99%
Previous 2.87%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
78,618 Added 14.83%
608,625 $30.9 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
140,661 Added 36.13%
530,007 $26.9 Billion
Q4 2024

Jan 29, 2025
BUY
N/A
150,334 Added 62.9%
389,346 $19.7 Billion
Q3 2024

Oct 31, 2024
BUY
N/A
94,798 Added 65.73%
239,012 $12.1 Billion
Q2 2024

Aug 02, 2024
BUY
N/A
67,103 Added 87.02%
144,214 $7.31 Billion
Q1 2024

Apr 24, 2024
BUY
N/A
72,903 Added 1732.49%
77,111 $3.9 Billion
Q4 2023

Jan 29, 2024
BUY
N/A
4,208 New
4,208 $212 Million
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