Root Financial Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Root Financial Partners, LLC holds 144,791 shares of DFEV stock, worth $4.17 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
144,791
Previous 86,304
67.77%
Holding current value
$4.17 Million
Previous $2.24 Billion
77.72%
% of portfolio
0.93%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
150Shares Held
16.8MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.29MShares$66 Million4.42% of portfolio
-
Ritholtz Wealth Management932KShares$26.9 Million0.85% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$22.1 Million5.21% of portfolio
-
Marquette Asset Management, LLC631KShares$18.2 Million2.96% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA593KShares$17.1 Million0.2% of portfolio