Root Financial Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024
Number of Shares
19,255
Previous 16,245 18.53%
Holding current value
$964 Million
Previous $823 Million 17.06%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
N/A
3,010 Added 18.53%
19,255 $964 Million
Q3 2024

Oct 31, 2024
BUY
N/A
2,724 Added 20.15%
16,245 $823 Million
Q2 2024

Aug 02, 2024
BUY
N/A
13,521 New
13,521 $677 Million
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