Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Root Financial Partners, LLC

$938 Billion
Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,297,883 shares of DFSV stock, worth $40 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

1,297,883

Previous 1,474,428 11.97%

Holding current value

$40 Million

Previous $45.4 Billion 19.4%

% of portfolio

3.9%

Previous 5.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$27.56 - $32.1 $4.87 Million - $5.67 Million	-176,545 Reduced 11.97%	1,297,883 $36.6 Billion
Q4 2024 Jan 29, 2025	BUY	$30.18 - $33.87 $10.3 Million - $11.5 Million	340,729 Added 30.05%	1,474,428 $45.4 Billion
Q3 2024 Oct 31, 2024	BUY	$28.25 - $31.7 $9.54 Million - $10.7 Million	337,550 Added 42.4%	1,133,699 $34.9 Billion
Q2 2024 Aug 02, 2024	BUY	$27.81 - $30.13 $6.01 Million - $6.51 Million	216,182 Added 37.27%	796,149 $22.9 Billion
Q1 2024 Apr 24, 2024	BUY	$27.45 - $30.1 $3.43 Million - $3.76 Million	124,876 Added 27.44%	579,967 $17.5 Billion
Q4 2023 Jan 29, 2024	BUY	$23.61 - $29.53 $3.11 Million - $3.89 Million	131,596 Added 40.68%	455,091 $13.3 Billion
Q3 2023 Oct 19, 2023	BUY	$24.97 - $27.69 $1.88 Million - $2.08 Million	75,127 Added 30.25%	323,495 $8.2 Billion
Q2 2023 Jul 26, 2023	BUY	$23.17 - $25.7 $1.98 Million - $2.2 Million	85,411 Added 52.41%	248,368 $6.38 Billion
Q1 2023 May 11, 2023	BUY	$23.74 - $28.31 $3.87 Million - $4.61 Million	162,957 New	162,957 $4.06 Billion

Others Institutions Holding DFSV

# of Institutions

458

Shares Held

124M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History