Root Financial Partners, LLC Incresed Positions in Q2 2025

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
202K
+ 6.97%
$53.65 - $67.02 $10.8M - $13.5M
3.1M $207B
DFAS
Dimensional ETF Tr U S Small C

ETFs
300K
+ 115.71%
$52.31 - $63.72 $15.7M - $19.1M
559K $35.6B
Dimensional Us Large Cap Value ETF
503K
+ 105.06%
N/A
981K $30.4B
VUG
Vanguard Growth ETF

ETFs
19.4K
+ 73.02%
$329.49 - $438.4 $6.4M - $8.52M
46K $20.2B
DUHP
Dimensional ETF Tr Dimensional

ETFs
227K
+ 107.11%
$29.36 - $35.56 $6.67M - $8.08M
439K $15.6B
DFSD
Dimensional ETF Tr Short Durat

ETFs
106K
+ 9.8%
$47.09 - $48.01 $5.01M - $5.11M
1.19M $57.2B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
119K
+ 9.64%
$41.1 - $42.37 $4.89M - $5.04M
1.35M $57.1B
AVGO
Broadcom Inc.

Technology
15.1K
+ 277.61%
$146.29 - $275.65 $2.21M - $4.17M
20.6K $5.67B
Dimensional Ultrashort Fixed Income ETF
78.6K
+ 14.83%
N/A
609K $30.9B
DFAU
Dimensional ETF Tr

ETFs
80.9K
+ 137.18%
$34.04 - $42.36 $2.75M - $3.43M
140K $5.92B
DFIS
Dimensional ETF Tr Dimensional

ETFs
27.9K
+ 4.59%
$23.2 - $29.84 $648K - $833K
636K $19B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.3K
+ 106.27%
$114.78 - $133.31 $1.3M - $1.51M
22K $2.94B
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 5.84%
$167.32 - $223.3 $303K - $404K
32.8K $7.19B
META
Meta Platforms, Inc.

Communication Services
279
+ 4.74%
$484.66 - $738.09 $135K - $206K
6.17K $4.55B
GOOGL
Alphabet Inc.

Communication Services
2.98K
+ 12.1%
$144.7 - $178.6 $432K - $533K
27.6K $4.87B
NFLX
Netflix Inc

Communication Services
126
+ 6.4%
$855.86 - $1339.13 $108K - $169K
2.1K $2.81B
ORCL
Oracle Corp

Technology
1.12K
+ 17.26%
$122.82 - $218.63 $138K - $245K
7.61K $1.66B
CAT
Caterpillar Inc

Industrials
1.41K
+ 83.07%
$273.94 - $388.21 $387K - $549K
3.11K $1.21B
JPM
Jpmorgan Chase & CO

Financial Services
1.54K
+ 51.75%
$210.28 - $289.91 $324K - $447K
4.52K $1.31B
WMT
Walmart Inc.

Consumer Defensive
4.76K
+ 83.48%
$81.79 - $99.98 $389K - $476K
10.5K $1.02B
PLTR
Palantir Technologies Inc.

Technology
1.73K
+ 37.16%
$74.01 - $144.25 $128K - $250K
6.4K $872M
HD
Home Depot, Inc.

Consumer Cyclical
1.26K
+ 9.3%
$335.24 - $380.78 $421K - $479K
14.8K $5.42B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.05K
+ 51.52%
$48.13 - $49.85 $436K - $451K
26.6K $1.31B
VB
Vanguard Small Cap ETF

ETFs
1.33K
+ 17.31%
$193.73 - $237.37 $258K - $316K
9.01K $2.14B
MA
Mastercard Inc

Financial Services
697
+ 56.81%
$479.92 - $590.74 $335K - $412K
1.92K $1.08B
SPOT
Spotify Technology S.A.

Communication Services
187
+ 16.18%
$503.3 - $775.9 $94.1K - $145K
1.34K $1.03B
LLY
Eli Lilly & CO

Healthcare
631
+ 26.42%
$713.71 - $898.95 $450K - $567K
3.02K $2.35B
Vanguard California Tax Exempt Bond ETF
3.94K
+ 46.4%
N/A
12.4K $1.21B
Dimensional California Municipal Bond ETF
7.75K
+ 30.36%
N/A
33.3K $1.64B
V
Visa Inc.

Financial Services
1.01K
+ 34.35%
$308.27 - $373.31 $312K - $378K
3.96K $1.41B
JNJ
Johnson & Johnson

Healthcare
3.08K
+ 40.11%
$146.36 - $159.82 $450K - $492K
10.8K $1.64B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.28K
+ 182.44%
$50.36 - $50.68 $367K - $369K
11.3K $571M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.54K
+ 24.25%
$44.8 - $53.97 $248K - $299K
28.4K $1.53B
VGT
Vanguard Information Technolog

ETFs
431
+ 86.9%
$470.37 - $663.28 $203K - $286K
927 $615M
SUB
Ishares Short Term National Mu

ETFs
2.47K
+ 69.65%
$104.77 - $106.34 $258K - $262K
6K $638M
XLK
Technology Sector Spdr

ETFs
698
+ 40.91%
$179.73 - $253.23 $125K - $177K
2.4K $609M
GOOG
Alphabet Inc.

Communication Services
61
+ 0.54%
$146.58 - $180.01 $8.94K - $11K
11.4K $2.02B
BAC
Bank Of America Corp

Financial Services
4.43K
+ 61.11%
$34.39 - $47.46 $152K - $210K
11.7K $553M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.7K
+ 103.23%
$50.52 - $50.92 $237K - $239K
9.25K $471M
GE
General Electric CO

Industrials
631
+ 51.3%
$166.81 - $257.39 $105K - $162K
1.86K $479M
Lam Research Corp Com New
365
+ 4.89%
N/A
7.84K $763M
AXP
American Express CO

Financial Services
519
+ 63.92%
$231.39 - $318.98 $120K - $166K
1.33K $425M
IVV
Ishares Core S&P 500 ETF

ETFs
136
+ 6.81%
$498.8 - $620.9 $67.8K - $84.4K
2.13K $1.32B
CRM
Salesforce, Inc.

Technology
697
+ 26.92%
$236.26 - $291.15 $165K - $203K
3.29K $896M
MCD
Mcdonalds Corp

Consumer Cyclical
709
+ 88.51%
$285.55 - $321.23 $202K - $228K
1.51K $441M
VZ
Verizon Communications Inc

Communication Services
4.75K
+ 53.67%
$41.67 - $45.62 $198K - $217K
13.6K $588M
ABT
Abbott Laboratories

Healthcare
1.3K
+ 57.33%
$123.95 - $138.08 $161K - $179K
3.55K $483M
PG
Procter & Gamble CO

Consumer Defensive
1.3K
+ 48.08%
$157.66 - $172.39 $205K - $224K
4.01K $639M
KLAC
Kla Corp

Technology
19
+ 2.6%
$576.53 - $902.94 $11K - $17.2K
751 $673M
Activity Summary
Buys All Purchases 171 New Holdings 58 Increased Positions 113 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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