Root Financial Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024
Number of Shares
16,245
Previous 13,521 20.15%
Holding current value
$823 Million
Previous $677 Million 21.59%
% of portfolio
0.13%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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