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

Root Financial Partners, LLC

$807 Billion
Q4 2024

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 13,689 shares of DFAS stock, worth $920,995. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,689

Previous 16,489 16.98%

Holding current value

$920,995

Previous $1.07 Billion 16.7%

% of portfolio

0.11%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

713

Shares Held

110M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

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