Root Financial Partners, LLC Dimensional ETF Tr Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 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 23,956 shares of DFAU stock, worth $975,248. This represents 0.15% of its overall portfolio holdings.
Number of Shares
23,956
Previous 23,956
-0.0%
Holding current value
$975,248
Previous $898 Million
5.87%
% of portfolio
0.15%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio