Root Financial Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,059,408 shares of DFCF stock, worth $44.2 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares

1,059,408

Previous 846,867 25.1%

Holding current value

$44.2 Million

Previous $36.6 Billion 19.54%

% of portfolio

5.42%

Previous 5.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$41.17 - $43.34 $8.75 Million - $9.21 Million	212,541 Added 25.1%	1,059,408 $43.7 Billion
Q3 2024 Oct 31, 2024	BUY	$41.34 - $43.55 $7.06 Million - $7.44 Million	170,894 Added 25.28%	846,867 $36.6 Billion
Q2 2024 Aug 02, 2024	BUY	$40.79 - $41.97 $4.48 Million - $4.61 Million	109,848 Added 19.4%	675,973 $28.1 Billion
Q1 2024 Apr 24, 2024	BUY	$41.54 - $42.6 $1.39 Million - $1.43 Million	33,563 Added 6.3%	566,125 $23.7 Billion
Q4 2023 Jan 29, 2024	BUY	$39.52 - $42.54 $5.62 Million - $6.05 Million	142,232 Added 36.44%	532,562 $22.6 Billion
Q3 2023 Oct 19, 2023	BUY	$40.3 - $42.05 $2.4 Million - $2.5 Million	59,559 Added 18.01%	390,330 $15.8 Billion
Q2 2023 Jul 26, 2023	BUY	$41.55 - $42.94 $3.31 Million - $3.42 Million	79,619 Added 31.7%	330,771 $13.8 Billion
Q1 2023 May 11, 2023	BUY	$41.26 - $43.27 $10.4 Million - $10.9 Million	251,152 New	251,152 $10.7 Billion

Others Institutions Holding DFCF

# of Institutions

402

Shares Held

3.55B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Root Financial Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History