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 3,779,194 shares of DFAI stock, worth $140 Million. This represents 8.47% of its overall portfolio holdings.

Number of Shares

3,779,194

Previous 2,804,100 34.77%

Holding current value

$140 Million

Previous $96.9 Billion 41.71%

% of portfolio

8.47%

Previous 9.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$34.05 - $36.55 $33.2 Million - $35.6 Million	975,094 Added 34.77%	3,779,194 $137 Billion
Q2 2025 Aug 11, 2025	SELL	$28.02 - $34.71 $14 Million - $17.3 Million	-498,505 Reduced 15.09%	2,804,100 $96.9 Billion
Q1 2025 Apr 24, 2025	BUY	$28.88 - $32.4 $5.27 Million - $5.91 Million	182,384 Added 5.85%	3,302,605 $103 Billion
Q4 2024 Jan 29, 2025	BUY	$29.0 - $31.6 $20.1 Million - $22 Million	694,749 Added 28.64%	3,120,221 $91.1 Billion
Q3 2024 Oct 31, 2024	BUY	$28.69 - $32.06 $17.3 Million - $19.3 Million	603,208 Added 33.1%	2,425,472 $77.1 Billion

Q2 2024 Aug 02, 2024	BUY	$28.93 - $30.91 $11 Million - $11.8 Million	380,378 Added 26.38%	1,822,264 $54.1 Billion
Q1 2024 Apr 24, 2024	BUY	$27.74 - $30.27 $5.4 Million - $5.89 Million	194,696 Added 15.61%	1,441,886 $43.6 Billion
Q4 2023 Jan 29, 2024	BUY	$24.88 - $28.69 $5.67 Million - $6.54 Million	227,783 Added 22.34%	1,247,190 $35.7 Billion
Q3 2023 Oct 19, 2023	BUY	$26.0 - $28.17 $3.39 Million - $3.67 Million	130,369 Added 14.66%	1,019,407 $26.6 Billion
Q2 2023 Jul 26, 2023	BUY	$26.46 - $28.05 $3.37 Million - $3.57 Million	127,427 Added 16.73%	889,038 $24.3 Billion
Q1 2023 May 11, 2023	BUY	$25.21 - $27.45 $19.2 Million - $20.9 Million	761,611 New	761,611 $20.5 Billion

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Root Financial Partners, LLC Dimensional ETF Tr Transaction History