Root Financial Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
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 5,785 shares of DFSB stock, worth $0. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,785
Previous 3,902
48.26%
Holding current value
$0
Previous $205 Million
50.63%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFSB
# of Institutions
103Shares Held
8.27MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.25MShares$017.27% of portfolio
-
Maseco LLP London,1.6MShares$04.13% of portfolio
-
Mercer Global Advisors Inc Denver, CO617KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA487KShares$00.0% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio