Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 139,825 shares of DFAU stock, worth $6.38 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

139,825

Previous 58,953 137.18%

Holding current value

$6.38 Million

Previous $2.27 Billion 161.37%

% of portfolio

0.57%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$34.04 - $42.36 $2.75 Million - $3.43 Million	80,872 Added 137.18%	139,825 $5.92 Billion
Q1 2025 Apr 24, 2025	BUY	$37.84 - $42.29 $1.32 Million - $1.48 Million	34,997 Added 146.09%	58,953 $2.27 Billion
Q4 2023 Jan 29, 2024	SELL	$28.58 - $33.37 $56,931 - $66,473	-1,992 Reduced 7.68%	23,956 $797 Million
Q3 2023 Oct 19, 2023	SELL	$29.79 - $32.13 $58,090 - $62,653	-1,950 Reduced 6.99%	25,948 $777 Million
Q2 2023 Jul 26, 2023	SELL	$28.25 - $30.99 $42,911 - $47,073	-1,519 Reduced 5.16%	27,898 $865 Million
Q1 2023 May 11, 2023	BUY	$26.87 - $29.65 $790,434 - $872,214	29,417 New	29,417 $846 Million

Others Institutions Holding DFAU

# of Institutions

533

Shares Held

140M

Call Options Held

58.3K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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 Transaction History