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 1,441,886 shares of DFAI stock, worth $43.5 Million. This represents 12.92% of its overall portfolio holdings.

Number of Shares
1,441,886
Previous 1,247,190 15.61%
Holding current value
$43.5 Million
Previous $35.7 Billion 21.99%
% of portfolio
12.92%
Previous 13.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$27.74 - $30.27 $5.4 Million - $5.89 Million
194,696 Added 15.61%
1,441,886 $43.6 Billion
Q4 2023

Jan 29, 2024
BUY
$24.88 - $28.69 $5.67 Million - $6.54 Million
227,783 Added 22.34%
1,247,190 $35.7 Billion
Q3 2023

Oct 19, 2023
BUY
$26.0 - $28.17 $3.39 Million - $3.67 Million
130,369 Added 14.66%
1,019,407 $26.6 Billion
Q2 2023

Jul 26, 2023
BUY
$26.46 - $28.05 $3.37 Million - $3.57 Million
127,427 Added 16.73%
889,038 $24.3 Billion
Q1 2023

May 11, 2023
BUY
$25.21 - $27.45 $19.2 Million - $20.9 Million
761,611 New
761,611 $20.5 Billion

Others Institutions Holding DFAI

# of Institutions
490
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

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