Root Financial Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025
Number of Shares
25,538
Previous 19,255 32.63%
Holding current value
$1.27 Billion
Previous $964 Million 31.44%
% of portfolio
0.14%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
N/A
6,283 Added 32.63%
25,538 $1.27 Billion
Q4 2024

Jan 29, 2025
BUY
N/A
3,010 Added 18.53%
19,255 $964 Million
Q3 2024

Oct 31, 2024
BUY
N/A
2,724 Added 20.15%
16,245 $823 Million
Q2 2024

Aug 02, 2024
BUY
N/A
13,521 New
13,521 $677 Million
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email