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
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.5 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio