Root Financial Partners, LLC Dimensional ETF Tr U S Target Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Root Financial Partners, LLC holds 18,764 shares of DFAT stock, worth $1.09 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,764
Previous 19,300
2.78%
Holding current value
$1.09 Million
Previous $1 Billion
4.27%
% of portfolio
0.17%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$722 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$510 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$301 Million2.46% of portfolio