Root Financial Partners, LLC DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025
Number of Shares
981,440
Previous 478,614 105.06%
Holding current value
$30.4 Billion
Previous $14.6 Billion 108.08%
% of portfolio
2.94%
Previous 1.56%

Shares

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

Aug 11, 2025
BUY
N/A
502,826 Added 105.06%
981,440 $30.4 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
478,614 New
478,614 $14.6 Billion
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