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 505,121 shares of DFIS stock, worth $13.2 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

505,121

Previous 381,079 32.55%

Holding current value

$13.2 Million

Previous $10.2 Billion 21.31%

% of portfolio

1.54%

Previous 1.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$24.25 - $26.7 $3.01 Million - $3.31 Million	124,042 Added 32.55%	505,121 $12.4 Billion
Q3 2024 Oct 31, 2024	BUY	$24.06 - $26.97 $2.8 Million - $3.14 Million	116,288 Added 43.92%	381,079 $10.2 Billion
Q2 2024 Aug 02, 2024	BUY	$24.08 - $25.86 $1.77 Million - $1.9 Million	73,387 Added 38.34%	264,791 $6.52 Billion
Q1 2024 Apr 24, 2024	BUY	$23.13 - $25.1 $952,262 - $1.03 Million	41,170 Added 27.4%	191,404 $4.8 Billion
Q4 2023 Jan 29, 2024	BUY	$20.55 - $24.23 $981,509 - $1.16 Million	47,762 Added 46.61%	150,234 $3.63 Billion
Q3 2023 Oct 19, 2023	BUY	$21.81 - $23.89 $583,177 - $638,794	26,739 Added 35.31%	102,472 $2.25 Billion
Q2 2023 Jul 26, 2023	BUY	$22.26 - $23.55 $548,263 - $580,036	24,630 Added 48.2%	75,733 $1.73 Billion
Q1 2023 May 11, 2023	BUY	$21.65 - $23.87 $1.11 Million - $1.22 Million	51,103 New	51,103 $1.17 Billion

Others Institutions Holding DFIS

# of Institutions

235

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
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Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History