Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

  • $337 Billion
  • Q1 2024

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 253,380 shares of DFIV stock, worth $9.27 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
253,380
Previous 206,897 22.47%
Holding current value
$9.27 Million
Previous $7.11 Billion 30.99%
% of portfolio
2.76%
Previous 2.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
508
Shares Held
168M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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