Root Financial Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Root Financial Partners, LLC holds 592,404 shares of DFUV stock, worth $23.1 Million. This represents 7.19% of its overall portfolio holdings.
Number of Shares
592,404
Previous 457,619
29.45%
Holding current value
$23.1 Million
Previous $17 Billion
42.25%
% of portfolio
7.19%
Previous 6.4%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio