Root Financial Partners, LLC Dimensional ETF Tr U S Target Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Root Financial Partners, LLC holds 11,248 shares of DFAT stock, worth $579,159. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,248

Previous 18,764 40.06%

Holding current value

$579,159

Previous $1.04 Billion 40.02%

% of portfolio

0.08%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$54.54 - $61.04 $409,922 - $458,776	-7,516 Reduced 40.06%	11,248 $626 Million
Q3 2024 Oct 31, 2024	SELL	$51.0 - $57.07 $27,336 - $30,589	-536 Reduced 2.78%	18,764 $1.04 Billion
Q2 2024 Aug 02, 2024	SELL	$50.18 - $54.47 $302,886 - $328,780	-6,036 Reduced 23.82%	19,300 $1 Billion
Q1 2024 Apr 24, 2024	SELL	$49.45 - $54.43 $73,433 - $80,828	-1,485 Reduced 5.54%	25,336 $1.38 Billion
Q4 2023 Jan 29, 2024	SELL	$42.71 - $53.09 $34,979 - $43,480	-819 Reduced 2.96%	26,821 $1.4 Billion
Q3 2023 Oct 19, 2023	SELL	$45.07 - $49.71 $79,999 - $88,235	-1,775 Reduced 6.03%	27,640 $1.26 Billion
Q2 2023 Jul 26, 2023	SELL	$41.44 - $46.39 $100,243 - $112,217	-2,419 Reduced 7.6%	29,415 $1.36 Billion
Q1 2023 May 11, 2023	BUY	$42.38 - $49.75 $1.35 Million - $1.58 Million	31,834 New	31,834 $1.42 Billion

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Root Financial Partners, LLC Dimensional ETF Tr U S Target Transaction History