Root Financial Partners, LLC Reduced Holdings in Q2 2025

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-407K
- 29.89%
$36.25 - $42.28 $14.7M - $17.2M
954K $40.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-436K
- 58.6%
$29.12 - $35.84 $12.7M - $15.6M
308K $11B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-515K
- 39.71%
$24.21 - $29.47 $12.5M - $15.2M
783K $23B
DFAI
Dimensional ETF Tr

ETFs
-499K
- 15.09%
$28.02 - $34.71 $14M - $17.3M
2.8M $96.9B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-142K
- 37.21%
$23.66 - $29.99 $3.35M - $4.25M
239K $7.17B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-27.4K
- 24.21%
$72.02 - $73.82 $1.97M - $2.02M
85.8K $6.32B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-56.6K
- 5.09%
$20.99 - $23.93 $1.19M - $1.35M
1.05M $24.7B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-45K
- 75.17%
$24.94 - $31.15 $1.12M - $1.4M
14.9K $462M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-10.5K
- 25.97%
$100.35 - $100.71 $1.05M - $1.05M
29.8K $3B
VTV
Vanguard Value ETF

ETFs
-5.9K
- 27.71%
$153.67 - $176.74 $906K - $1.04M
15.4K $2.72B
DFIP
Dimensional ETF Tr Inflation P

ETFs
-16.7K
- 60.29%
$41.11 - $42.42 $686K - $708K
11K $459M
VTI
Vanguard Total Stock Market Et

ETFs
-9.72K
- 12.4%
$243.75 - $303.93 $2.37M - $2.95M
68.6K $20.9B
VNQ
Vanguard Specialized Funds Van

ETFs
-5.6K
- 36.46%
$79.79 - $91.42 $447K - $512K
9.76K $869M
DFIV
Dimensional ETF Tr

ETFs
-65.3K
- 9.91%
$34.67 - $43.21 $2.26M - $2.82M
593K $25.4B
VBR
Vanguard Small Cap Value ETF

ETFs
-2.53K
- 38.23%
$162.76 - $195.77 $411K - $495K
4.09K $797M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-17.8K
- 55.05%
$23.4 - $29.68 $417K - $529K
14.5K $432M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-14.7K
- 60.46%
$24.48 - $24.9 $360K - $366K
9.61K $239M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-18.2K
- 50.63%
$19.1 - $23.83 $348K - $434K
17.8K $423M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-14.8K
- 40.91%
$18.94 - $21.67 $281K - $321K
21.4K $453M
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.42K
- 39.62%
$54.19 - $67.22 $348K - $432K
9.79K $658M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.68K
- 55.12%
$49.57 - $50.27 $282K - $286K
4.63K $233M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.54K
- 52.7%
$57.41 - $74.81 $261K - $340K
4.08K $303M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.39K
- 37.59%
$166.82 - $194.23 $232K - $270K
2.31K $449M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-764
- 48.35%
$320.42 - $424.58 $245K - $324K
816 $346M
BNDX
Vanguard Total International B

ETFs
-4.18K
- 38.19%
$48.77 - $49.55 $204K - $207K
6.77K $335M
AGL
Agilon Health, Inc.

Healthcare
-36.2K
- 66.23%
$2.1 - $5.68 $76.1K - $206K
18.5K $42.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.62K
- 6.83%
$24.32 - $27.87 $88.1K - $101K
49.4K $1.31B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-10.1K
- 30.13%
$19.6 - $24.44 $197K - $246K
23.4K $571M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.91K
- 38.81%
$104.23 - $134.39 $199K - $257K
3.01K $405M
SCHW
Schwab Charles Corp

Financial Services
-2.53K
- 46.27%
$69.06 - $91.24 $175K - $231K
2.94K $268M
EPD
Enterprise Products Partners L.P.

Energy
-1.25K
- 3.95%
$28.95 - $34.22 $36.2K - $42.7K
30.3K $941M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.79K
- 9.07%
$77.74 - $78.78 $139K - $141K
17.9K $1.41B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.63K
- 11.96%
$45.11 - $52.34 $119K - $137K
19.3K $1.01B
FVD
First Tr Value Line Divid Inde

ETFs
-2.34K
- 19.96%
$40.62 - $45.12 $95.1K - $106K
9.38K $419M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.09K
- 10.04%
$82.21 - $83.12 $89.7K - $90.7K
9.78K $810M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.4K
- 8.9%
$50.28 - $50.47 $70.6K - $70.9K
14.4K $723M
CRWD
Crowd Strike Holdings, Inc.

Technology
-394
- 47.36%
$321.63 - $509.31 $127K - $201K
438 $223M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-739
- 21.5%
$91.43 - $91.74 $67.6K - $67.8K
2.7K $248M
XT
Ishares Tr Exponential Technol

ETFs
-1.2K
- 22.59%
$49.86 - $65.25 $59.6K - $78K
4.1K $267M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.5K
- 9.72%
$39.89 - $49.46 $219K - $272K
51.1K $2.53B
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-438
- 15.94%
$118.46 - $143.72 $51.9K - $62.9K
2.31K $332M
SHV
Ishares Tr

ETFs
-236
- 2.7%
$110.06 - $110.46 $26K - $26.1K
8.5K $939M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.96K
- 8.5%
$51.6 - $62.74 $101K - $123K
21.1K $1.32B
IEFA
Ishares Tr

ETFs
-1.1K
- 12.51%
$67.83 - $84.09 $74.5K - $92.4K
7.68K $641M
FYX
First Tr Small Cap Core Alphad

ETFs
-769
- 10.41%
$79.22 - $97.28 $60.9K - $74.8K
6.62K $644M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-673
- 4.14%
$30.29 - $30.83 $20.4K - $20.7K
15.6K $481M
VXF
Vanguard Extended Market ETF

ETFs
-1.12K
- 11.71%
$150.43 - $192.71 $168K - $215K
8.41K $1.62B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-341
- 15.14%
$108.12 - $135.04 $36.9K - $46K
1.91K $258M
DFSU
Dimensional ETF Tr Dimen Us Su
-3.29K
- 10.2%
N/A
28.9K $1.13B
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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