Root Financial Partners, LLC
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1977181
ENCINITAS, CA
All Filings in DFIP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFIP | $446,862 | 10,711 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 DFIP | $488,686 | 11,760 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 DFIP | $620,063 | 14,683 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 DFIP | $459,450 | 10,989 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 DFIP | $1,165,211 | 27,670 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 DFIP | $1,241,656 | 30,665 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 DFIP | $2,025,423 | 47,905 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 DFIP | $2,403,507 | 58,859 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 DFIP | $3,431,835 | 83,196 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 DFIP | $5,968,427 | 144,584 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 DFIP | $4,038,245 | 101,540 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 DFIP | $3,529,939 | 85,450 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 DFIP | $2,553,919 | 59,632 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||