Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Root Financial Partners, LLC holds 14,593 shares of DUHP stock, worth $517,759. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,593

Previous 14,585 0.05%

Holding current value

$517,759

Previous $497 Million 0.76%

% of portfolio

0.06%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$33.62 - $35.69 $268 - $285	8 Added 0.05%	14,593 $493 Million
Q3 2024 Oct 31, 2024	SELL	$30.74 - $34.07 $24,684 - $27,358	-803 Reduced 5.22%	14,585 $497 Million
Q2 2024 Aug 02, 2024	SELL	$29.72 - $32.4 $167,353 - $182,444	-5,631 Reduced 26.79%	15,388 $492 Million
Q1 2024 Apr 24, 2024	SELL	$28.16 - $31.61 $36,157 - $40,587	-1,284 Reduced 5.76%	21,019 $664 Million
Q4 2023 Jan 29, 2024	BUY	$24.79 - $28.64 $570 - $658	23 Added 0.1%	22,303 $638 Million
Q3 2023 Oct 19, 2023	SELL	$25.64 - $27.32 $68,971 - $73,490	-2,690 Reduced 10.77%	22,280 $572 Million
Q2 2023 Jul 26, 2023	SELL	$24.51 - $26.54 $89,412 - $96,817	-3,648 Reduced 12.75%	24,970 $663 Million
Q1 2023 May 11, 2023	BUY	$23.91 - $25.61 $684,256 - $732,906	28,618 New	28,618 $719 Million

Others Institutions Holding DUHP

# of Institutions

386

Shares Held

220M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History