Root Financial Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,325,891 shares of DFUS stock, worth $83.6 Million. This represents 18.27% of its overall portfolio holdings.
Number of Shares
1,325,891
Previous 1,045,093
26.87%
Holding current value
$83.6 Million
Previous $59.5 Billion
31.03%
% of portfolio
18.27%
Previous 17.66%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
635Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$502 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$318 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$231 Million0.23% of portfolio