Root Financial Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Root Financial Partners, LLC holds 29,750 shares of DFEM stock, worth $810,687. This represents 0.22% of its overall portfolio holdings.
Number of Shares
29,750
Previous 29,052
2.4%
Holding current value
$810,687
Previous $725 Million
4.57%
% of portfolio
0.22%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$431 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$138 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.8 Million7.95% of portfolio