Root Financial Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 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 270,486 shares of DFEV stock, worth $7.27 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
270,486
Previous 144,791
86.81%
Holding current value
$7.27 Million
Previous $3.98 Billion
93.33%
% of portfolio
1.23%
Previous 0.93%
Shares
7 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$64.1 Million4.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.6 Million0.04% of portfolio
-
Ritholtz Wealth Management965KShares$25.9 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$21.1 Million8.74% of portfolio
-
Marquette Asset Management, LLC637KShares$17.1 Million2.88% of portfolio