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 148,243 shares of DFAU stock, worth $6.81 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

148,243

Previous 139,825 6.02%

Holding current value

$6.81 Million

Previous $5.92 Billion 14.53%

% of portfolio

0.42%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$42.42 - $45.96 $357,091 - $386,891	8,418 Added 6.02%	148,243 $6.78 Billion
Q2 2025 Aug 11, 2025	BUY	$34.04 - $42.36 $2.75 Million - $3.43 Million	80,872 Added 137.18%	139,825 $5.92 Billion
Q1 2025 Apr 24, 2025	BUY	$37.84 - $42.29 $1.32 Million - $1.48 Million	34,997 Added 146.09%	58,953 $2.27 Billion
Q4 2023 Jan 29, 2024	SELL	$28.58 - $33.37 $56,931 - $66,473	-1,992 Reduced 7.68%	23,956 $797 Million
Q3 2023 Oct 19, 2023	SELL	$29.79 - $32.13 $58,090 - $62,653	-1,950 Reduced 6.99%	25,948 $777 Million

Q2 2023 Jul 26, 2023	SELL	$28.25 - $30.99 $42,911 - $47,073	-1,519 Reduced 5.16%	27,898 $865 Million
Q1 2023 May 11, 2023	BUY	$26.87 - $29.65 $790,434 - $872,214	29,417 New	29,417 $846 Million

Others Institutions Holding DFAU

# of Institutions

546

Shares Held

149M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Dimensional ETF Tr Transaction History