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

Root Financial Partners, LLC

$427 Billion
Q2 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Root Financial Partners, LLC holds 19,300 shares of DFAT stock, worth $1.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

19,300

Previous 25,336 23.82%

Holding current value

$1.05 Million

Previous $1.38 Billion 27.41%

% of portfolio

0.23%

Previous 0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$50.18 - $54.47 $302,886 - $328,780	-6,036 Reduced 23.82%	19,300 $1 Billion
Q1 2024 Apr 24, 2024	SELL	$49.45 - $54.43 $73,433 - $80,828	-1,485 Reduced 5.54%	25,336 $1.38 Billion
Q4 2023 Jan 29, 2024	SELL	$42.71 - $53.09 $34,979 - $43,480	-819 Reduced 2.96%	26,821 $1.4 Billion
Q3 2023 Oct 19, 2023	SELL	$45.07 - $49.71 $79,999 - $88,235	-1,775 Reduced 6.03%	27,640 $1.26 Billion
Q2 2023 Jul 26, 2023	SELL	$41.44 - $46.39 $100,243 - $112,217	-2,419 Reduced 7.6%	29,415 $1.36 Billion
Q1 2023 May 11, 2023	BUY	$42.38 - $49.75 $1.35 Million - $1.58 Million	31,834 New	31,834 $1.42 Billion

Others Institutions Holding DFAT

# of Institutions

648

Shares Held

156M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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 Target Transaction History