Root Financial Partners, LLC DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025
Number of Shares
1,897,295
Previous 981,440 93.32%
Holding current value
$62.4 Billion
Previous $30.4 Billion 105.03%
% of portfolio
3.85%
Previous 2.94%

Shares

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

Oct 29, 2025
BUY
N/A
915,855 Added 93.32%
1,897,295 $62.4 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
502,826 Added 105.06%
981,440 $30.4 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
478,614 New
478,614 $14.6 Billion
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