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

Root Financial Partners, LLC

$807 Billion
Q4 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 2,316,725 shares of DFUS stock, worth $145 Million. This represents 18.31% of its overall portfolio holdings.

Number of Shares

2,316,725

Previous 1,821,303 27.2%

Holding current value

$145 Million

Previous $113 Billion 30.37%

% of portfolio

18.31%

Previous 18.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$61.52 - $66.5 $30.5 Million - $32.9 Million	495,422 Added 27.2%	2,316,725 $148 Billion
Q3 2024 Oct 31, 2024	BUY	$56.04 - $62.2 $27.8 Million - $30.8 Million	495,412 Added 37.36%	1,821,303 $113 Billion
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

724

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
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Root Financial Partners, LLC Dimensional ETF Tr U S Equity Transaction History