Root Financial Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Root Financial Partners, LLC holds 566,125 shares of DFCF stock, worth $23.7 Million. This represents 7.04% of its overall portfolio holdings.
Number of Shares
566,125
Previous 532,562
6.3%
Holding current value
$23.7 Million
Previous $22.6 Billion
5.17%
% of portfolio
7.04%
Previous 8.48%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
292Shares Held
80.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$130 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio