Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Root Financial Partners, LLC holds 58,091 shares of DFIC stock, worth $1.53 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
58,091
Previous 57,984
0.18%
Holding current value
$1.53 Million
Previous $1.52 Billion
7.23%
% of portfolio
0.26%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$712 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$679 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio