Root Financial Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,518,933 shares of DFUV stock, worth $64.7 Million. This represents 7.71% of its overall portfolio holdings.
Number of Shares
1,518,933
Previous 1,151,367
31.92%
Holding current value
$64.7 Million
Previous $48 Billion
29.49%
% of portfolio
7.71%
Previous 7.68%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
675Shares Held
274MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$765 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$464 Million0.65% of portfolio