Root Financial Partners, LLC DIMENSIONAL ULTRASHORT FIXED INCOME ETF Transaction History

Root Financial Partners, LLC

955,780

Previous 608,625 57.04%

$48.5 Billion

Previous $30.9 Billion 57.13%

2.99%

Previous 2.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	N/A	347,155 Added 57.04%	955,780 $48.5 Billion
Q2 2025 Aug 11, 2025	BUY	N/A	78,618 Added 14.83%	608,625 $30.9 Billion
Q1 2025 Apr 24, 2025	BUY	N/A	140,661 Added 36.13%	530,007 $26.9 Billion
Q4 2024 Jan 29, 2025	BUY	N/A	150,334 Added 62.9%	389,346 $19.7 Billion
Q3 2024 Oct 31, 2024	BUY	N/A	94,798 Added 65.73%	239,012 $12.1 Billion

Q2 2024 Aug 02, 2024	BUY	N/A	67,103 Added 87.02%	144,214 $7.31 Billion
Q1 2024 Apr 24, 2024	BUY	N/A	72,903 Added 1732.49%	77,111 $3.9 Billion
Q4 2023 Jan 29, 2024	BUY	N/A	4,208 New	4,208 $212 Million

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