Root Financial Partners, LLC Purchases and Sells in Q3 2025

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

Top Buys

Incresed Positions

174 operations
Stock Shares change Price Range Shares Held Trade History
1.47M
+ 47.36%
$67.01 - $72.84 $98.2M - $107M
4.56M $330B
975K
+ 34.77%
$34.05 - $36.55 $33.2M - $35.6M
3.78M $137B
665K
+ 55.81%
$47.86 - $48.43 $31.8M - $32.2M
1.86M $89.5B
DIMENSIONAL US LARGE CAP VALUE ETF
916K
+ 93.32%
N/A
1.9M $62.4B
415K
+ 74.23%
$63.41 - $69.69 $26.3M - $28.9M
974K $66.7B
703K
+ 51.98%
$41.8 - $43.15 $29.4M - $30.3M
2.05M $87.9B
View all

New Holdings

2048 operations
Stock Shares change Price Range Shares Held Trade History
3.79K
New
$164.63 - $174.58 $623K - $661K
3.79K $661M
7.3K
New
$79.39 - $90.39 $579K - $660K
7.3K $647M
15.4K
New
$33.77 - $42.38 $520K - $652K
15.4K $631M
8.19K
New
$62.54 - $68.42 $512K - $560K
8.19K $553M
9.28K
New
$43.94 - $50.41 $408K - $468K
9.28K $448M
957
New
$351.04 - $379.81 $336K - $363K
957 $363M
View all

Top Sells

Reduced Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
-9.5K
- 43.11%
$132.9 - $142.03 $1.26M - $1.35M
12.5K $1.77B
-10.5K
- 81.13%
$103.83 - $179.9 $1.09M - $1.89M
2.44K $437M
-21.6K
- 95.24%
N/A
1.08K $27.7M
-2.65K
- 17.9%
$357.4 - $423.42 $945K - $1.12M
12.1K $4.92B
-4.27K
- 50.26%
$110.06 - $110.49 $470K - $472K
4.23K $467M
-5.04K
- 81.67%
$85.86 - $137.83 $432K - $694K
1.13K $149M
View all
Activity Summary
Buys All Purchases 2222 New Holdings 2048 Increased Positions 174 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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