Root Financial Partners, LLC Dimensional ETF Tr U S Small C Transaction History

Root Financial Partners, LLC

$938 Billion
Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Root Financial Partners, LLC holds 259,222 shares of DFAS stock, worth $15 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

259,222

Previous 13,689 1793.65%

Holding current value

$15 Million

Previous $891 Million 1638.52%

% of portfolio

1.65%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$58.81 - $68.2 $14.4 Million - $16.7 Million	245,533 Added 1793.65%	259,222 $15.5 Billion
Q4 2024 Jan 29, 2025	SELL	$63.58 - $71.15 $178,024 - $199,220	-2,800 Reduced 16.98%	13,689 $891 Million
Q3 2024 Oct 31, 2024	SELL	$59.25 - $65.33 $25,773 - $28,418	-435 Reduced 2.57%	16,489 $1.07 Billion
Q2 2024 Aug 02, 2024	SELL	$57.42 - $62.37 $214,923 - $233,450	-3,743 Reduced 18.11%	16,924 $1.02 Billion
Q1 2024 Apr 24, 2024	SELL	$56.66 - $62.34 $40,965 - $45,071	-723 Reduced 3.38%	20,667 $1.29 Billion
Q4 2023 Jan 29, 2024	SELL	$48.83 - $60.51 $14,160 - $17,547	-290 Reduced 1.34%	21,390 $1.28 Billion
Q3 2023 Oct 19, 2023	BUY	$51.84 - $57.67 $251,216 - $279,468	4,846 Added 28.79%	21,680 $1.14 Billion
Q2 2023 Jul 26, 2023	BUY	$49.85 - $54.8 $15,204 - $16,714	305 Added 1.85%	16,834 $922 Million
Q1 2023 May 11, 2023	BUY	$50.35 - $57.8 $832,235 - $955,376	16,529 New	16,529 $871 Million

Others Institutions Holding DFAS

# of Institutions

805

Shares Held

120M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Dimensional ETF Tr U S Small C Transaction History