Root Financial Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Root Financial Partners, LLC

  • $427 Billion
  • Q2 2024
Number of Shares
144,214
Previous 77,111 87.02%
Holding current value
$7.31 Billion
Previous $3.9 Billion 87.39%
% of portfolio
1.71%
Previous 1.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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