Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

  • $337 Billion
  • Q1 2024

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 892,200 shares of DFAE stock, worth $23.1 Million. This represents 6.54% of its overall portfolio holdings.

Number of Shares
892,200
Previous 749,190 19.09%
Holding current value
$23.1 Million
Previous $18.1 Billion 22.1%
% of portfolio
6.54%
Previous 6.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
425
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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