Root Financial Partners, LLC Dimensional ETF Tr Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 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 $940,752. This represents 0.21% of its overall portfolio holdings.
Number of Shares
23,956
Previous 23,956
-0.0%
Holding current value
$940,752
Previous $875 Million
2.6%
% of portfolio
0.21%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio