Root Financial Partners, LLC Dimensional ETF Tr Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 3,120,221 shares of DFAI stock, worth $99.7 Million. This represents 11.3% of its overall portfolio holdings.
Number of Shares
3,120,221
Previous 2,425,472
28.64%
Holding current value
$99.7 Million
Previous $77.1 Billion
18.2%
% of portfolio
11.3%
Previous 12.33%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio