Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

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 12,558 shares of DFAX stock, worth $401,981. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,558

Previous 12,517 0.33%

Holding current value

$401,981

Previous $368 Million 7.2%

% of portfolio

0.02%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$29.25 - $31.56 $1,199 - $1,293	41 Added 0.33%	12,558 $394 Million
Q2 2025 Aug 11, 2025	BUY	$23.37 - $29.39 $2,033 - $2,556	87 Added 0.7%	12,517 $368 Million
Q1 2025 Apr 24, 2025	BUY	$24.45 - $27.2 $440 - $489	18 Added 0.15%	12,430 $326 Million
Q4 2024 Jan 29, 2025	BUY	$24.76 - $27.04 $307,321 - $335,620	12,412 New	12,412 $309 Million
Q4 2023 Jan 29, 2024	BUY	$21.44 - $24.42 $54,457 - $62,026	2,540 Added 27.0%	11,948 $292 Million

Q3 2023 Oct 19, 2023	BUY	$22.41 - $24.35 $1,972 - $2,142	88 Added 0.94%	9,408 $212 Million
Q2 2023 Jul 26, 2023	BUY	$22.56 - $24.03 $2,729 - $2,907	121 Added 1.32%	9,320 $217 Million
Q1 2023 May 11, 2023	BUY	$21.74 - $23.72 $199,986 - $218,200	9,199 New	9,199 $212 Million

Others Institutions Holding DFAX

# of Institutions

666

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Root Financial Partners, LLC Dimensional ETF Tr Transaction History