Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Root Financial Partners, LLC

$427 Billion
Q2 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Root Financial Partners, LLC holds 57,984 shares of DFIC stock, worth $1.6 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

57,984

Previous 55,507 4.46%

Holding current value

$1.6 Million

Previous $1.48 Billion 2.67%

% of portfolio

0.36%

Previous 0.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$25.73 - $27.44 $63,733 - $67,968	2,477 Added 4.46%	57,984 $1.52 Billion
Q1 2024 Apr 24, 2024	BUY	$24.62 - $26.83 $12,063 - $13,146	490 Added 0.89%	55,507 $1.48 Billion
Q4 2023 Jan 29, 2024	SELL	$22.18 - $25.58 $10,956 - $12,636	-494 Reduced 0.89%	55,017 $1.4 Billion
Q3 2023 Oct 19, 2023	BUY	$23.25 - $25.17 $35,107 - $38,006	1,510 Added 2.8%	55,511 $1.3 Billion
Q2 2023 Jul 26, 2023	BUY	$23.45 - $24.88 $79,261 - $84,094	3,380 Added 6.68%	54,001 $1.31 Billion
Q1 2023 May 11, 2023	BUY	$22.5 - $24.64 $1.14 Million - $1.25 Million	50,621 New	50,621 $1.22 Billion

Others Institutions Holding DFIC

# of Institutions

343

Shares Held

221M

Call Options Held

900

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History