Root Financial Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Root Financial Partners, LLC holds 414,055 shares of DFEV stock, worth $10.9 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

414,055

Previous 270,486 53.08%

Holding current value

$10.9 Million

Previous $7.7 Billion 40.98%

% of portfolio

1.35%

Previous 1.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$26.16 - $29.13 $3.76 Million - $4.18 Million	143,569 Added 53.08%	414,055 $10.9 Billion
Q3 2024 Oct 31, 2024	BUY	$25.73 - $28.81 $3.23 Million - $3.62 Million	125,695 Added 86.81%	270,486 $7.7 Billion
Q2 2024 Aug 02, 2024	BUY	$25.39 - $27.96 $1.48 Million - $1.64 Million	58,487 Added 67.77%	144,791 $3.98 Billion
Q1 2024 Apr 24, 2024	BUY	$23.76 - $25.97 $283,266 - $309,614	11,922 Added 16.03%	86,304 $2.24 Billion
Q4 2023 Jan 29, 2024	BUY	$22.6 - $25.2 $569,655 - $635,191	25,206 Added 51.26%	74,382 $1.87 Billion
Q3 2023 Oct 19, 2023	BUY	$23.53 - $25.86 $455,634 - $500,753	19,364 Added 64.95%	49,176 $1.16 Billion
Q2 2023 Jul 26, 2023	BUY	$23.36 - $25.06 $215,893 - $231,604	9,242 Added 44.93%	29,812 $727 Million
Q1 2023 May 11, 2023	BUY	$22.4 - $24.52 $460,767 - $504,376	20,570 New	20,570 $481 Million

Others Institutions Holding DFEV

# of Institutions

165

Shares Held

19.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History