Root Financial Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History

Root Financial Partners, LLC

$337 Billion
Q1 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Root Financial Partners, LLC holds 592,404 shares of DFUV stock, worth $23.2 Million. This represents 7.19% of its overall portfolio holdings.

Number of Shares

592,404

Previous 457,619 29.45%

Holding current value

$23.2 Million

Previous $17 Billion 42.25%

% of portfolio

7.19%

Previous 6.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$36.22 - $40.9 $4.88 Million - $5.51 Million	134,785 Added 29.45%	592,404 $24.2 Billion
Q4 2023 Jan 29, 2024	BUY	$31.85 - $37.39 $4.09 Million - $4.8 Million	128,297 Added 38.96%	457,619 $17 Billion
Q3 2023 Oct 19, 2023	BUY	$33.83 - $36.19 $2.86 Million - $3.06 Million	84,586 Added 34.56%	329,322 $11.2 Billion
Q2 2023 Jul 26, 2023	BUY	$32.32 - $34.5 $2.82 Million - $3.01 Million	87,351 Added 55.5%	244,736 $8.44 Billion
Q1 2023 May 11, 2023	BUY	$31.9 - $35.83 $5.02 Million - $5.64 Million	157,385 New	157,385 $5.27 Billion

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History