Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 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 12,430 shares of DFAX stock, worth $334,615. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,430
Previous 12,412 0.15%
Holding current value
$334,615
Previous $309 Million 5.54%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$24.45 - $27.2 $440 - $489
18 Added 0.15%
12,430 $326 Million
Q4 2024

Jan 29, 2025
BUY
$24.76 - $27.04 $307,321 - $335,620
12,412 New
12,412 $309 Million
Q4 2023

Jan 29, 2024
BUY
$21.44 - $24.42 $54,457 - $62,026
2,540 Added 27.0%
11,948 $292 Million
Q3 2023

Oct 19, 2023
BUY
$22.41 - $24.35 $1,972 - $2,142
88 Added 0.94%
9,408 $212 Million
Q2 2023

Jul 26, 2023
BUY
$22.56 - $24.03 $2,729 - $2,907
121 Added 1.32%
9,320 $217 Million
Q1 2023

May 11, 2023
BUY
$21.74 - $23.72 $199,986 - $218,200
9,199 New
9,199 $212 Million

Others Institutions Holding DFAX

# of Institutions
606
Shares Held
246M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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