Root Financial Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,940 shares of DFNM stock, worth $237,218. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,940Holding current value
$237,218% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio