Root Financial Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024
Number of Shares
389,346
Previous 239,012 62.9%
Holding current value
$19.7 Billion
Previous $12.1 Billion 62.32%
% of portfolio
2.44%
Previous 1.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
N/A
150,334 Added 62.9%
389,346 $19.7 Billion
Q3 2024

Oct 31, 2024
BUY
N/A
94,798 Added 65.73%
239,012 $12.1 Billion
Q2 2024

Aug 02, 2024
BUY
N/A
67,103 Added 87.02%
144,214 $7.31 Billion
Q1 2024

Apr 24, 2024
BUY
N/A
72,903 Added 1732.49%
77,111 $3.9 Billion
Q4 2023

Jan 29, 2024
BUY
N/A
4,208 New
4,208 $212 Million
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