Root Financial Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Root Financial Partners, LLC
- $1.03 Trillion
- Q2 2025
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 954,172 shares of DFUV stock, worth $41.5 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
954,172
Previous 1,360,879
29.89%
Holding current value
$41.5 Million
Previous $56.1 Billion
28.08%
% of portfolio
3.9%
Previous 5.98%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
740Shares Held
279MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.57 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.38 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$726 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$627 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.1MShares$441 Million0.56% of portfolio