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 86,304 shares of DFEV stock, worth $2.42 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
86,304
Previous 74,382
16.03%
Holding current value
$2.42 Million
Previous $1.87 Billion
19.53%
% of portfolio
0.66%
Previous 0.7%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
131Shares Held
15MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.16MShares$60.5 Million4.19% of portfolio
-
Ritholtz Wealth Management924KShares$25.9 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$21.5 Million4.96% of portfolio
-
Marquette Asset Management, LLC620KShares$17.4 Million2.8% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA573KShares$16 Million0.17% of portfolio