Root Financial Partners, LLC Dimensional ETF Tr Inflation P Transaction History

Root Financial Partners, LLC

$625 Billion
Q3 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Root Financial Partners, LLC holds 47,905 shares of DFIP stock, worth $1.95 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

47,905

Previous 58,859 18.61%

Holding current value

$1.95 Million

Previous $2.4 Billion 15.73%

% of portfolio

0.32%

Previous 0.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$40.69 - $42.46 $445,718 - $465,106	-10,954 Reduced 18.61%	47,905 $2.03 Billion
Q2 2024 Aug 02, 2024	SELL	$40.31 - $41.37 $981,024 - $1.01 Million	-24,337 Reduced 29.25%	58,859 $2.4 Billion
Q1 2024 Apr 24, 2024	SELL	$40.58 - $41.54 $2.49 Million - $2.55 Million	-61,388 Reduced 42.46%	83,196 $3.43 Billion
Q4 2023 Jan 29, 2024	BUY	$39.16 - $41.47 $1.69 Million - $1.79 Million	43,044 Added 42.39%	144,584 $5.97 Billion
Q3 2023 Oct 19, 2023	BUY	$39.65 - $41.67 $637,968 - $670,470	16,090 Added 18.83%	101,540 $4.04 Billion
Q2 2023 Jul 26, 2023	BUY	$41.16 - $43.19 $1.06 Million - $1.12 Million	25,818 Added 43.3%	85,450 $3.53 Billion
Q1 2023 May 11, 2023	BUY	$40.93 - $42.83 $2.44 Million - $2.55 Million	59,632 New	59,632 $2.55 Billion

Others Institutions Holding DFIP

# of Institutions

116

Shares Held

12.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

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.

Account

Root Financial Partners, LLC Dimensional ETF Tr Inflation P Transaction History