Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Root Financial Partners, LLC holds 547,616 shares of DFAR stock, worth $13.7 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
547,616
Previous 411,535
33.07%
Holding current value
$13.7 Million
Previous $9.21 Billion
31.46%
% of portfolio
2.83%
Previous 2.73%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.8 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$34.9 Million0.3% of portfolio