Root Financial Partners, LLC DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025
Number of Shares
33,291
Previous 25,538 30.36%
Holding current value
$1.64 Billion
Previous $1.27 Billion 29.52%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Aug 11, 2025
BUY
N/A
7,753 Added 30.36%
33,291 $1.64 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
6,283 Added 32.63%
25,538 $1.27 Billion
Q4 2024

Jan 29, 2025
BUY
N/A
3,010 Added 18.53%
19,255 $964 Million
Q3 2024

Oct 31, 2024
BUY
N/A
2,724 Added 20.15%
16,245 $823 Million
Q2 2024

Aug 02, 2024
BUY
N/A
13,521 New
13,521 $677 Million
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