Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 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 780,394 shares of DFIV stock, worth $37.4 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

780,394

Previous 592,957 31.61%

Holding current value

$37.4 Million

Previous $25.4 Billion 41.72%

% of portfolio

2.22%

Previous 2.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$42.66 - $46.53 $8 Million - $8.72 Million	187,437 Added 31.61%	780,394 $36 Billion
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

792

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Dimensional ETF Tr Transaction History