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 592,957 shares of DFIV stock, worth $27.2 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

592,957

Previous 658,210 9.91%

Holding current value

$27.2 Million

Previous $25.9 Billion 1.92%

% of portfolio

2.45%

Previous 2.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$34.67 - $43.21 $2.26 Million - $2.82 Million	-65,253 Reduced 9.91%	592,957 $25.4 Billion
Q1 2025 Apr 24, 2025	BUY	$35.33 - $40.77 $1.53 Million - $1.77 Million	43,300 Added 7.04%	658,210 $25.9 Billion
Q4 2024 Jan 29, 2025	BUY	$34.86 - $37.97 $5.14 Million - $5.6 Million	147,467 Added 31.55%	614,910 $21.8 Billion
Q3 2024 Oct 31, 2024	BUY	$34.66 - $38.38 $4.64 Million - $5.13 Million	133,765 Added 40.09%	467,443 $17.8 Billion
Q2 2024 Aug 02, 2024	BUY	$35.5 - $38.02 $2.85 Million - $3.05 Million	80,298 Added 31.69%	333,678 $12 Billion
Q1 2024 Apr 24, 2024	BUY	$33.15 - $36.75 $1.54 Million - $1.71 Million	46,483 Added 22.47%	253,380 $9.31 Billion
Q4 2023 Jan 29, 2024	BUY	$30.86 - $34.46 $1.67 Million - $1.87 Million	54,255 Added 35.54%	206,897 $7.11 Billion
Q3 2023 Oct 19, 2023	BUY	$32.1 - $34.42 $1.36 Million - $1.45 Million	42,260 Added 38.29%	152,642 $4.98 Billion
Q2 2023 Jul 26, 2023	BUY	$31.45 - $33.77 $830,091 - $891,325	26,394 Added 31.43%	110,382 $3.63 Billion
Q1 2023 May 11, 2023	BUY	$30.43 - $33.38 $2.56 Million - $2.8 Million	83,988 New	83,988 $2.71 Billion

Others Institutions Holding DFIV

# of Institutions

750

Shares Held

264M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Dimensional ETF Tr Transaction History