Root Financial Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Root Financial Partners, LLC holds 258,872 shares of DFSD stock, worth $12.2 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
258,872
Previous 173,765
48.98%
Holding current value
$12.2 Million
Previous $8.17 Billion
49.07%
% of portfolio
3.61%
Previous 3.07%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio