Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,820,815 shares of DFAE stock, worth $48.7 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares

1,820,815

Previous 1,469,146 23.94%

Holding current value

$48.7 Million

Previous $40.3 Billion 14.71%

% of portfolio

5.73%

Previous 6.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.36 - $28.15 $8.92 Million - $9.9 Million	351,669 Added 23.94%	1,820,815 $46.2 Billion
Q3 2024 Oct 31, 2024	BUY	$24.46 - $27.82 $8.7 Million - $9.9 Million	355,742 Added 31.95%	1,469,146 $40.3 Billion
Q2 2024 Aug 02, 2024	BUY	$24.03 - $26.3 $5.32 Million - $5.82 Million	221,204 Added 24.79%	1,113,404 $28.8 Billion
Q1 2024 Apr 24, 2024	BUY	$22.74 - $24.88 $3.25 Million - $3.56 Million	143,010 Added 19.09%	892,200 $22.1 Billion
Q4 2023 Jan 29, 2024	BUY	$21.63 - $24.11 $3.37 Million - $3.76 Million	155,866 Added 26.27%	749,190 $18.1 Billion
Q3 2023 Oct 19, 2023	BUY	$22.43 - $24.83 $2.01 Million - $2.22 Million	89,512 Added 17.77%	593,324 $13.4 Billion
Q2 2023 Jul 26, 2023	BUY	$22.38 - $24.3 $1.88 Million - $2.05 Million	84,160 Added 20.05%	503,812 $11.8 Billion
Q1 2023 May 11, 2023	BUY	$21.78 - $24.36 $9.14 Million - $10.2 Million	419,652 New	419,652 $9.66 Billion

Others Institutions Holding DFAE

# of Institutions

539

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Dimensional ETF Tr Transaction History