Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Root Financial Partners, LLC holds 58,871 shares of DFIC stock, worth $1.64 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

58,871

Previous 58,091 1.34%

Holding current value

$1.64 Million

Previous $1.63 Billion 6.92%

% of portfolio

0.19%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.61 - $28.0 $19,975 - $21,840	780 Added 1.34%	58,871 $1.52 Billion
Q3 2024 Oct 31, 2024	BUY	$25.36 - $28.37 $2,713 - $3,035	107 Added 0.18%	58,091 $1.63 Billion
Q2 2024 Aug 02, 2024	BUY	$25.73 - $27.44 $63,733 - $67,968	2,477 Added 4.46%	57,984 $1.52 Billion
Q1 2024 Apr 24, 2024	BUY	$24.62 - $26.83 $12,063 - $13,146	490 Added 0.89%	55,507 $1.48 Billion
Q4 2023 Jan 29, 2024	SELL	$22.18 - $25.58 $10,956 - $12,636	-494 Reduced 0.89%	55,017 $1.4 Billion
Q3 2023 Oct 19, 2023	BUY	$23.25 - $25.17 $35,107 - $38,006	1,510 Added 2.8%	55,511 $1.3 Billion
Q2 2023 Jul 26, 2023	BUY	$23.45 - $24.88 $79,261 - $84,094	3,380 Added 6.68%	54,001 $1.31 Billion
Q1 2023 May 11, 2023	BUY	$22.5 - $24.64 $1.14 Million - $1.25 Million	50,621 New	50,621 $1.22 Billion

Others Institutions Holding DFIC

# of Institutions

444

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

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