Root Financial Partners, LLC Dimensional ETF Tr Inflation P Transaction History

Root Financial Partners, LLC

$337 Billion
Q1 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Root Financial Partners, LLC holds 83,196 shares of DFIP stock, worth $3.4 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

83,196

Previous 144,584 42.46%

Holding current value

$3.4 Million

Previous $5.97 Billion 42.5%

% of portfolio

1.02%

Previous 2.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$40.58 - $41.54 $2.49 Million - $2.55 Million	-61,388 Reduced 42.46%	83,196 $3.43 Billion
Q4 2023 Jan 29, 2024	BUY	$39.16 - $41.47 $1.69 Million - $1.79 Million	43,044 Added 42.39%	144,584 $5.97 Billion
Q3 2023 Oct 19, 2023	BUY	$39.65 - $41.67 $637,968 - $670,470	16,090 Added 18.83%	101,540 $4.04 Billion
Q2 2023 Jul 26, 2023	BUY	$41.16 - $43.19 $1.06 Million - $1.12 Million	25,818 Added 43.3%	85,450 $3.53 Billion
Q1 2023 May 11, 2023	BUY	$40.93 - $42.83 $2.44 Million - $2.55 Million	59,632 New	59,632 $2.55 Billion

Others Institutions Holding DFIP

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Root Financial Partners, LLC Dimensional ETF Tr Inflation P Transaction History