Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

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 779,236 shares of DUHP stock, worth $29.3 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
779,236
Previous 439,088 77.47%
Holding current value
$29.3 Million
Previous $15.6 Billion 88.5%
% of portfolio
1.81%
Previous 1.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$35.76 - $37.93 $12.2 Million - $12.9 Million
340,148 Added 77.47%
779,236 $29.4 Billion
Q2 2025

Aug 11, 2025
BUY
$29.36 - $35.56 $6.67 Million - $8.08 Million
227,081 Added 107.11%
439,088 $15.6 Billion
Q1 2025

Apr 24, 2025
BUY
$32.57 - $35.82 $6.43 Million - $7.07 Million
197,414 Added 1352.8%
212,007 $7.03 Billion
Q4 2024

Jan 29, 2025
BUY
$33.62 - $35.69 $268 - $285
8 Added 0.05%
14,593 $493 Million
Q3 2024

Oct 31, 2024
SELL
$30.74 - $34.07 $24,684 - $27,358
-803 Reduced 5.22%
14,585 $497 Million
Q2 2024

Aug 02, 2024
SELL
$29.72 - $32.4 $167,353 - $182,444
-5,631 Reduced 26.79%
15,388 $492 Million
Q1 2024

Apr 24, 2024
SELL
$28.16 - $31.61 $36,157 - $40,587
-1,284 Reduced 5.76%
21,019 $664 Million
Q4 2023

Jan 29, 2024
BUY
$24.79 - $28.64 $570 - $658
23 Added 0.1%
22,303 $638 Million
Q3 2023

Oct 19, 2023
SELL
$25.64 - $27.32 $68,971 - $73,490
-2,690 Reduced 10.77%
22,280 $572 Million
Q2 2023

Jul 26, 2023
SELL
$24.51 - $26.54 $89,412 - $96,817
-3,648 Reduced 12.75%
24,970 $663 Million
Q1 2023

May 11, 2023
BUY
$23.91 - $25.61 $684,256 - $732,906
28,618 New
28,618 $719 Million

Others Institutions Holding DUHP

# of Institutions
487
Shares Held
222M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
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