Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,971,067 shares of DFAE stock, worth $59.7 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares

1,971,067

Previous 2,078,756 5.18%

Holding current value

$59.7 Million

Previous $53.8 Billion 6.03%

% of portfolio

5.51%

Previous 5.74%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$22.87 - $28.95 $2.46 Million - $3.12 Million	-107,689 Reduced 5.18%	1,971,067 $57.1 Billion
Q1 2025 Apr 24, 2025	BUY	$24.64 - $26.86 $6.36 Million - $6.93 Million	257,941 Added 14.17%	2,078,756 $53.8 Billion
Q4 2024 Jan 29, 2025	BUY	$25.36 - $28.15 $8.92 Million - $9.9 Million	351,669 Added 23.94%	1,820,815 $46.2 Billion
Q3 2024 Oct 31, 2024	BUY	$24.46 - $27.82 $8.7 Million - $9.9 Million	355,742 Added 31.95%	1,469,146 $40.3 Billion
Q2 2024 Aug 02, 2024	BUY	$24.03 - $26.3 $5.32 Million - $5.82 Million	221,204 Added 24.79%	1,113,404 $28.8 Billion
Q1 2024 Apr 24, 2024	BUY	$22.74 - $24.88 $3.25 Million - $3.56 Million	143,010 Added 19.09%	892,200 $22.1 Billion
Q4 2023 Jan 29, 2024	BUY	$21.63 - $24.11 $3.37 Million - $3.76 Million	155,866 Added 26.27%	749,190 $18.1 Billion
Q3 2023 Oct 19, 2023	BUY	$22.43 - $24.83 $2.01 Million - $2.22 Million	89,512 Added 17.77%	593,324 $13.4 Billion
Q2 2023 Jul 26, 2023	BUY	$22.38 - $24.3 $1.88 Million - $2.05 Million	84,160 Added 20.05%	503,812 $11.8 Billion
Q1 2023 May 11, 2023	BUY	$21.78 - $24.36 $9.14 Million - $10.2 Million	419,652 New	419,652 $9.66 Billion

Others Institutions Holding DFAE

# of Institutions

603

Shares Held

175M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Dimensional ETF Tr Transaction History