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

Root Financial Partners, LLC

$938 Billion
Q1 2025

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 1,360,879 shares of DFUV stock, worth $53.6 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares

1,360,879

Previous 1,518,933 10.41%

Holding current value

$53.6 Million

Previous $62.2 Billion 9.75%

% of portfolio

5.98%

Previous 7.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$39.96 - $43.3 $6.32 Million - $6.84 Million	-158,054 Reduced 10.41%	1,360,879 $56.1 Billion
Q4 2024 Jan 29, 2025	BUY	$40.38 - $44.35 $14.8 Million - $16.3 Million	367,566 Added 31.92%	1,518,933 $62.2 Billion
Q3 2024 Oct 31, 2024	BUY	$38.51 - $41.69 $13.2 Million - $14.3 Million	343,855 Added 42.58%	1,151,367 $48 Billion
Q2 2024 Aug 02, 2024	BUY	$38.53 - $40.76 $8.29 Million - $8.77 Million	215,108 Added 36.31%	807,512 $31.7 Billion
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

720

Shares Held

271M

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