Root Financial Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Root Financial Partners, LLC holds 675,973 shares of DFCF stock, worth $28.4 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
675,973
Previous 566,125
19.4%
Holding current value
$28.4 Million
Previous $23.7 Billion
18.24%
% of portfolio
6.57%
Previous 7.04%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
317Shares Held
89.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$97 Million1.23% of portfolio