Root Financial Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Root Financial Partners, LLC holds 16,924 shares of DFAS stock, worth $1.09 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,924
Previous 20,667
18.11%
Holding current value
$1.09 Million
Previous $1.29 Billion
21.08%
% of portfolio
0.24%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$730 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$433 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$286 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio