Root Financial Partners, LLC Dimensional ETF Tr Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,820,815 shares of DFAE stock, worth $46.7 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
1,820,815
Previous 1,469,146
23.94%
Holding current value
$46.7 Million
Previous $40.3 Billion
14.71%
% of portfolio
5.73%
Previous 6.44%
Shares
8 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$399 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$325 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$230 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio