Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

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 970,364 shares of DFAR stock, worth $22.7 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

970,364

Previous 749,134 29.53%

Holding current value

$22.7 Million

Previous $19.2 Billion 17.56%

% of portfolio

2.8%

Previous 3.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.72 - $25.76 $5.03 Million - $5.7 Million	221,230 Added 29.53%	970,364 $22.6 Billion
Q3 2024 Oct 31, 2024	BUY	$21.91 - $26.03 $4.42 Million - $5.25 Million	201,518 Added 36.8%	749,134 $19.2 Billion
Q2 2024 Aug 02, 2024	BUY	$20.41 - $22.23 $2.78 Million - $3.03 Million	136,081 Added 33.07%	547,616 $12.1 Billion
Q1 2024 Apr 24, 2024	BUY	$21.28 - $22.96 $1.54 Million - $1.66 Million	72,171 Added 21.27%	411,535 $9.21 Billion
Q4 2023 Jan 29, 2024	BUY	$18.45 - $23.08 $1.49 Million - $1.87 Million	80,946 Added 31.32%	339,364 $7.72 Billion
Q3 2023 Oct 19, 2023	BUY	$19.26 - $22.35 $919,761 - $1.07 Million	47,755 Added 22.67%	258,418 $5.04 Billion
Q2 2023 Jul 26, 2023	BUY	$20.22 - $21.63 $1.62 Million - $1.74 Million	80,248 Added 61.53%	210,663 $4.53 Billion
Q1 2023 May 11, 2023	BUY	$19.83 - $23.92 $2.59 Million - $3.12 Million	130,415 New	130,415 $2.8 Billion

Others Institutions Holding DFAR

# of Institutions

222

Shares Held

36M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History