Root Financial Partners, LLC DIMENSIONAL WORLD EQUITY ETF Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025
Number of Shares
6,686
Previous 6,989 4.34%
Holding current value
$448 Million
Previous $428 Million 4.72%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-303 Reduced 4.34%
6,686 $448 Million
Q3 2024

Oct 31, 2024
BUY
N/A
3 Added 0.04%
6,989 $444 Million
Q4 2023

Jan 29, 2024
BUY
N/A
6,986 New
6,986 $384 Million
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