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

Root Financial Partners, LLC

$807 Billion
Q4 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 30,665 shares of DFIP stock, worth $1.29 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

30,665

Previous 47,905 35.99%

Holding current value

$1.29 Million

Previous $2.03 Billion 38.7%

% of portfolio

0.15%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$40.31 - $42.43 $694,944 - $731,493	-17,240 Reduced 35.99%	30,665 $1.24 Billion
Q3 2024 Oct 31, 2024	SELL	$40.69 - $42.46 $445,718 - $465,106	-10,954 Reduced 18.61%	47,905 $2.03 Billion
Q2 2024 Aug 02, 2024	SELL	$40.31 - $41.37 $981,024 - $1.01 Million	-24,337 Reduced 29.25%	58,859 $2.4 Billion
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

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