Root Financial Partners, LLC Purchases and Sells in Q1 2024

Root Financial Partners, LLC

$337 Billion
Q1 2024

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	179K + 20.6%	$50.79 - $56.98 $9.07M - $10.2M	1.05M $59.5B
DFAI	195K + 15.61%	$27.74 - $30.27 $5.4M - $5.89M	1.44M $43.6B
DFUV	135K + 29.45%	$36.22 - $40.9 $4.88M - $5.51M	592K $24.2B
DFSV	125K + 27.44%	$27.45 - $30.1 $3.43M - $3.76M	580K $17.5B
DFSD	85.1K + 48.98%	$46.78 - $47.19 $3.98M - $4.02M	259K $12.2B
DFAE	143K + 19.09%	$22.74 - $24.88 $3.25M - $3.56M	892K $22.1B

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	1.14K New	$472.6 - $545.42 $539K - $622K	1.14K $564M
COST	531 New	$644.69 - $785.59 $342K - $417K	531 $389M
IEFA	4.98K New	$68.14 - $74.43 $339K - $370K	4.98K $369M
VGT	647 New	$462.18 - $530.16 $299K - $343K	647 $339M
IWD	1.86K New	$161.84 - $179.11 $301K - $333K	1.86K $333M
ORCL	2.62K New	$102.46 - $129.24 $268K - $338K	2.62K $329M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIP	-61.4K - 42.46%	$40.58 - $41.54 $2.49M - $2.55M	83.2K $3.43B
FVD	-8.37K - 32.6%	$39.94 - $42.23 $334K - $354K	17.3K $731M
DEED	-8.16K - 36.07%	$20.4 - $21.11 $167K - $172K	14.5K $300M
VTV	-812 - 13.49%	$147.46 - $162.86 $120K - $132K	5.21K $848M
UCON	-1.76K - 4.91%	$24.41 - $24.85 $42.8K - $43.6K	34K $836M
VWO	-1.31K - 7.39%	$39.04 - $42.23 $51.3K - $55.4K	16.5K $687M

Activity Summary All Purchases 71 New Holdings 21 Increased Positions 50 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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