Root Financial Partners, LLC Dimensional ETF Tr U S Equity Transaction History

Root Financial Partners, LLC

$427 Billion
Q2 2024

A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,325,891 shares of DFUS stock, worth $83.6 Million. This represents 18.27% of its overall portfolio holdings.

Number of Shares

1,325,891

Previous 1,045,093 26.87%

Holding current value

$83.6 Million

Previous $59.5 Billion 31.03%

% of portfolio

18.27%

Previous 17.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$53.83 - $59.14 $15.1 Million - $16.6 Million	280,798 Added 26.87%	1,325,891 $78 Billion
Q1 2024 Apr 24, 2024	BUY	$50.79 - $56.98 $9.07 Million - $10.2 Million	178,503 Added 20.6%	1,045,093 $59.5 Billion
Q4 2023 Jan 29, 2024	BUY	$44.51 - $52.0 $9.16 Million - $10.7 Million	205,735 Added 31.13%	866,590 $44.9 Billion
Q3 2023 Oct 19, 2023	BUY	$46.29 - $49.87 $5.98 Million - $6.44 Million	129,198 Added 24.3%	660,855 $30.8 Billion
Q2 2023 Jul 26, 2023	BUY	$43.77 - $48.16 $4.56 Million - $5.02 Million	104,281 Added 24.4%	531,657 $25.6 Billion
Q1 2023 May 11, 2023	BUY	$41.24 - $45.43 $17.6 Million - $19.4 Million	427,376 New	427,376 $19 Billion

Others Institutions Holding DFUS

# of Institutions

635

Shares Held

122M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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 U S Equity Transaction History