Root Financial Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,054,869 shares of DFCF stock, worth $88 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
2,054,869
Previous 1,352,097
51.98%
Holding current value
$88 Million
Previous $57.1 Billion
53.77%
% of portfolio
5.41%
Previous 5.52%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
Savant Capital, LLC2.86MShares$123 Million0.69% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio