Root Financial Partners, LLC Dimensional ETF Tr Inflation P Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Root Financial Partners, LLC holds 83,196 shares of DFIP stock, worth $3.4 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
83,196
Previous 144,584
42.46%
Holding current value
$3.4 Million
Previous $5.97 Billion
42.5%
% of portfolio
1.02%
Previous 2.24%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.5 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.6 Million4.79% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL397KShares$16.3 Million9.18% of portfolio
-
Larson Financial Group LLC357KShares$14.6 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio