Root Financial Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,054,869 shares of DFCF stock, worth $87.8 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
2,054,869
Previous 1,352,097
51.98%
Holding current value
$87.8 Million
Previous $57.1 Billion
53.77%
% of portfolio
5.41%
Previous 5.52%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio