Root Financial Partners, LLC Dimensional ETF Tr Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

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 12,412 shares of DFAX stock, worth $326,063. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,412
Holding current value
$326,063
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
571
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email