Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
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 411,535 shares of DFAR stock, worth $9.11 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
411,535
Previous 339,364
21.27%
Holding current value
$9.11 Million
Previous $7.72 Billion
19.29%
% of portfolio
2.73%
Previous 2.9%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44.1 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40.1 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.6 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.4 Million2.99% of portfolio