Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Root Financial Partners, LLC
- $1.03 Trillion
- Q2 2025
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,054,361 shares of DFAR stock, worth $24.4 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
1,054,361
Previous 1,110,962
5.09%
Holding current value
$24.4 Million
Previous $26.4 Billion
6.33%
% of portfolio
2.39%
Previous 2.81%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
280Shares Held
44.2MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.7 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.4 Million3.53% of portfolio