Root Financial Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Root Financial Partners, LLC

$337 Billion
Q1 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Root Financial Partners, LLC holds 723,167 shares of DFAC stock, worth $23.5 Million. This represents 6.85% of its overall portfolio holdings.

Number of Shares

723,167

Previous 755,400 4.27%

Holding current value

$23.5 Million

Previous $22.1 Billion 4.64%

% of portfolio

6.85%

Previous 8.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$28.62 - $31.95 $922,508 - $1.03 Million	-32,233 Reduced 4.27%	723,167 $23.1 Billion
Q4 2023 Jan 29, 2024	BUY	$24.91 - $29.38 $191,258 - $225,579	7,678 Added 1.03%	755,400 $22.1 Billion
Q3 2023 Oct 19, 2023	SELL	$26.05 - $28.22 $837,168 - $906,906	-32,137 Reduced 4.12%	747,722 $19.6 Billion
Q2 2023 Jul 26, 2023	BUY	$24.86 - $27.15 $1.64 Million - $1.79 Million	66,010 Added 9.25%	779,859 $21.2 Billion
Q1 2023 May 11, 2023	BUY	$24.18 - $26.58 $17.3 Million - $19 Million	713,849 New	713,849 $18.2 Billion

Others Institutions Holding DFAC

# of Institutions

841

Shares Held

680M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History