Root Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
186Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.5 Million1.92% of portfolio