Root Financial Partners, LLC Dimensional ETF Tr U S Equity Call Options Transaction History
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFUS
# of Institutions
759Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.74 Billion3.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.16MShares$332 Million20.01% of portfolio
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Plancorp, LLC4.71MShares$303 Million11.37% of portfolio
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Envestnet Asset Management Inc3.84MShares$247 Million0.08% of portfolio