Root Financial Partners, LLC Purchases in Q3 2024

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
495K
+ 37.36%
$56.04 - $62.2 $27.8M - $30.8M
1.82M $113B
DFAI
Dimensional ETF Tr

ETFs
603K
+ 33.1%
$28.69 - $32.06 $17.3M - $19.3M
2.43M $77.1B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
344K
+ 42.58%
$38.51 - $41.69 $13.2M - $14.3M
1.15M $48B
DFSV
Dimensional ETF Tr Dimensional

ETFs
338K
+ 42.4%
$28.25 - $31.7 $9.54M - $10.7M
1.13M $34.9B
DFAE
Dimensional ETF Tr

ETFs
356K
+ 31.95%
$24.46 - $27.82 $8.7M - $9.9M
1.47M $40.3B
DFSD
Dimensional ETF Tr Short Durat

ETFs
188K
+ 49.77%
$47.0 - $47.84 $8.84M - $9M
566K $27B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
171K
+ 25.28%
$41.34 - $43.55 $7.06M - $7.44M
847K $36.6B
DFAR
Dimensional ETF Tr Dimensional

ETFs
202K
+ 36.8%
$21.91 - $26.03 $4.42M - $5.25M
749K $19.2B
DFIV
Dimensional ETF Tr

ETFs
134K
+ 40.09%
$34.66 - $38.38 $4.64M - $5.13M
467K $17.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.9K
New
$405.19 - $478.57 $4.84M - $5.71M
11.9K $5.49B
VTI
Vanguard Total Stock Market Et

ETFs
12.7K
+ 30.53%
$255.18 - $283.2 $3.23M - $3.59M
54.1K $15.3B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
126K
+ 86.81%
$25.73 - $28.81 $3.23M - $3.62M
270K $7.7B
DFIS
Dimensional ETF Tr Dimensional

ETFs
116K
+ 43.92%
$24.06 - $26.97 $2.8M - $3.14M
381K $10.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
60.5K
+ 8.1%
$31.05 - $34.29 $1.88M - $2.07M
807K $27.7B
AAPL
Apple Inc.

Technology
9.06K
+ 16.93%
$207.23 - $234.82 $1.88M - $2.13M
62.6K $14.6B
MSFT
Microsoft Corp

Technology
5.72K
+ 83.14%
$395.15 - $467.56 $2.26M - $2.67M
12.6K $5.42B
ISRG
Intuitive Surgical Inc

Healthcare
3.51K
New
$416.14 - $494.01 $1.46M - $1.73M
3.51K $1.72B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22.1K
+ 38.32%
$58.03 - $65.37 $1.28M - $1.44M
79.7K $5.16B
AVUV
American Centy ETF Tr Avantis

ETFs
16.9K
New
$88.24 - $99.7 $1.49M - $1.69M
16.9K $1.62B
LLY
Eli Lilly & CO

Healthcare
1.73K
+ 374.46%
$772.14 - $960.02 $1.34M - $1.66M
2.19K $1.94B
AMZN
Amazon Com Inc

Consumer Cyclical
8.49K
+ 90.18%
$161.02 - $200.0 $1.37M - $1.7M
17.9K $3.34B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20.8K
+ 399.29%
$60.84 - $67.51 $1.26M - $1.4M
26K $1.75B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.3K
New
$72.18 - $107.33 $889K - $1.32M
12.3K $1.31B
TSLA
Tesla, Inc.

Consumer Cyclical
3.69K
+ 99.06%
$191.76 - $263.26 $707K - $971K
7.41K $1.94B
VUG
Vanguard Growth ETF

ETFs
2.91K
+ 178.11%
$341.08 - $391.94 $991K - $1.14M
4.54K $1.74B
META
Meta Platforms, Inc.

Communication Services
1.52K
+ 49.98%
$453.41 - $572.44 $687K - $868K
4.55K $2.6B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.5K
+ 305.42%
$63.28 - $70.06 $852K - $943K
17.9K $1.25B
USFR
Wisdomtree Floating Rate Treas

ETFs
17.4K
New
$50.2 - $50.48 $872K - $877K
17.4K $873M
EPD
Enterprise Products Partners L.P.

Energy
27.5K
New
$27.88 - $30.0 $768K - $826K
27.5K $801M
NVDA
Nvidia Corp

Technology
6.51K
+ 30.98%
$98.91 - $134.91 $644K - $878K
27.5K $3.34B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.6K
New
$48.51 - $52.86 $662K - $721K
13.6K $721M
VEA
Vanguard Ftse Developed Market

ETFs
12.2K
+ 57.16%
$47.6 - $53.31 $579K - $649K
33.5K $1.77B
UDI
Uscf ETF Tr Divid Income Fd

ETFs
23.7K
New
$26.84 - $29.99 $635K - $709K
23.7K $708M
VTV
Vanguard Value ETF

ETFs
3.34K
+ 47.9%
$159.75 - $174.57 $534K - $583K
10.3K $1.8B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.2K
New
$49.93 - $51.15 $660K - $677K
13.2K $676M
BIDU
Baidu, Inc.

Communication Services
6.17K
New
$81.0 - $105.29 $499K - $649K
6.17K $649M
VNQ
Vanguard Specialized Funds Van

ETFs
5.37K
+ 66.51%
$82.97 - $98.97 $446K - $532K
13.4K $1.31B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7.44K
New
$73.86 - $84.2 $550K - $627K
7.44K $615M
Vanguard Calif Tax Free Fds
6K
New
N/A
6K $608M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.97K
+ 25.94%
$100.3 - $100.74 $598K - $601K
29K $2.92B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.55K
New
$332.02 - $382.76 $516K - $595K
1.55K $583M
PG
Procter & Gamble CO

Consumer Defensive
3.34K
New
$160.76 - $177.82 $537K - $594K
3.34K $578M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.46K
+ 45.07%
$41.9 - $48.26 $396K - $456K
30.4K $1.46B
HD
Home Depot, Inc.

Consumer Cyclical
1.04K
+ 165.92%
$333.64 - $405.2 $348K - $422K
1.67K $677M
NFLX
Netflix Inc

Communication Services
579
+ 56.93%
$598.55 - $722.26 $347K - $418K
1.6K $1.13B
VBR
Vanguard Small Cap Value ETF

ETFs
2.09K
New
$179.99 - $201.6 $376K - $421K
2.09K $420M
SUB
Ishares Short Term National Mu

ETFs
3.95K
New
$104.3 - $106.3 $412K - $420K
3.95K $420M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
413
+ 6.22%
$475.2 - $527.7 $196K - $218K
7.05K $3.72B
ARDX
Ardelyx, Inc.

Healthcare
57.5K
New
$5.28 - $7.57 $304K - $436K
57.5K $396M
Activity Summary
Buys All Purchases 119 New Holdings 44 Increased Positions 75 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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