Root Financial Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,045,093 shares of DFUS stock, worth $62.7 Million. This represents 17.66% of its overall portfolio holdings.
Number of Shares
1,045,093
Previous 866,590
20.6%
Holding current value
$62.7 Million
Previous $44.9 Billion
32.58%
% of portfolio
17.66%
Previous 16.87%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$360 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$228 Million0.61% of portfolio