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

Root Financial Partners, LLC

  • $337 Billion
  • Q1 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 20,667 shares of DFAS stock, worth $1.23 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
20,667
Previous 21,390 3.38%
Holding current value
$1.23 Million
Previous $1.28 Billion 1.03%
% of portfolio
0.38%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
638
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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