Root Financial Partners, LLC Purchases in Q4 2024

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
495K
+ 27.2%
$61.52 - $66.5 $30.5M - $32.9M
2.32M $148B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
368K
+ 31.92%
$40.38 - $44.35 $14.8M - $16.3M
1.52M $62.2B
DFAI
Dimensional ETF Tr

ETFs
695K
+ 28.64%
$29.0 - $31.6 $20.1M - $22M
3.12M $91.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
243K
+ 43.03%
$46.75 - $47.8 $11.4M - $11.6M
809K $37.9B
DFSV
Dimensional ETF Tr Dimensional

ETFs
341K
+ 30.05%
$30.18 - $33.87 $10.3M - $11.5M
1.47M $45.4B
Dimensional ETF Trust
150K
+ 62.9%
N/A
389K $19.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
213K
+ 25.1%
$41.17 - $43.34 $8.75M - $9.21M
1.06M $43.7B
DFAE
Dimensional ETF Tr

ETFs
352K
+ 23.94%
$25.36 - $28.15 $8.92M - $9.9M
1.82M $46.2B
VTI
Vanguard Total Stock Market Et

ETFs
18.4K
+ 33.93%
$280.04 - $302.45 $5.14M - $5.55M
72.5K $21B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
98.8K
+ 123.94%
$58.88 - $64.8 $5.82M - $6.4M
179K $10.5B
DFIV
Dimensional ETF Tr

ETFs
147K
+ 31.55%
$34.86 - $37.97 $5.14M - $5.6M
615K $21.8B
DFAR
Dimensional ETF Tr Dimensional

ETFs
221K
+ 29.53%
$22.72 - $25.76 $5.03M - $5.7M
970K $22.6B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
144K
+ 53.08%
$26.16 - $29.13 $3.76M - $4.18M
414K $10.9B
NVDA
Nvidia Corp

Technology
14.4K
+ 52.47%
$117.0 - $148.88 $1.69M - $2.15M
42K $5.64B
VUG
Vanguard Growth ETF

ETFs
5.24K
+ 115.41%
$378.79 - $428.11 $1.98M - $2.24M
9.77K $4.01B
DFIS
Dimensional ETF Tr Dimensional

ETFs
124K
+ 32.55%
$24.25 - $26.7 $3.01M - $3.31M
505K $12.4B
TSLA
Tesla, Inc.

Consumer Cyclical
2.46K
+ 33.22%
$213.65 - $479.86 $526K - $1.18M
9.87K $3.99B
AMZN
Amazon Com Inc

Consumer Cyclical
6.25K
+ 34.92%
$180.88 - $232.93 $1.13M - $1.46M
24.2K $5.3B
GOOGL
Alphabet Inc.

Communication Services
8.97K
+ 120.69%
$161.86 - $196.66 $1.45M - $1.76M
16.4K $3.11B
BND
Vanguard Bd Index Fd Inc Total

ETFs
24.7K
+ 94.52%
$71.75 - $75.11 $1.77M - $1.86M
50.9K $3.66B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.5K
+ 56.92%
$100.16 - $100.7 $1.65M - $1.66M
45.5K $4.56B
VXF
Vanguard Extended Market ETF

ETFs
7.68K
+ 414.02%
$179.17 - $207.15 $1.38M - $1.59M
9.53K $1.81B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.2K
New
$126.68 - $134.74 $1.42M - $1.51M
11.2K $1.43B
MSFT
Microsoft Corp

Technology
3.42K
+ 27.17%
$406.35 - $454.46 $1.39M - $1.55M
16K $6.75B
VTV
Vanguard Value ETF

ETFs
7.92K
+ 76.79%
$168.32 - $181.87 $1.33M - $1.44M
18.2K $3.09B
SCHW
Schwab Charles Corp

Financial Services
16.3K
New
$63.31 - $82.85 $1.03M - $1.35M
16.3K $1.21B
GOOG
Alphabet Inc.

Communication Services
5.3K
+ 111.63%
$163.08 - $198.16 $864K - $1.05M
10K $1.91B
AVGO
Broadcom Inc.

Technology
3.27K
+ 71.54%
$159.67 - $250.0 $521K - $816K
7.83K $1.82B
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.52K
+ 356.15%
$106.56 - $113.11 $1.01M - $1.08M
12.2K $1.3B
VBR
Vanguard Small Cap Value ETF

ETFs
4.52K
+ 216.46%
$197.36 - $217.3 $893K - $983K
6.61K $1.31B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.5K
+ 1445.49%
$26.93 - $84.95 $1.01M - $3.18M
40.1K $1.09B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.5K
+ 73.82%
$44.04 - $49.49 $990K - $1.11M
52.9K $2.33B
JNJ
Johnson & Johnson

Healthcare
6.15K
+ 218.16%
$143.34 - $165.86 $882K - $1.02M
8.97K $1.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.1K
New
$81.68 - $82.93 $825K - $838K
10.1K $828M
Lam Research Corp
11.3K
New
N/A
11.3K $817M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
+ 15.95%
$481.22 - $538.17 $560K - $626K
8.46K $4.33B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.6K
New
$113.92 - $127.38 $752K - $841K
6.6K $760M
Ea Series Trust
6.74K
New
N/A
6.74K $743M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 17.4%
$521.84 - $558.82 $640K - $686K
8.28K $4.46B
Ishares Tr
21.6K
New
N/A
21.6K $676M
DFSU
Dimensional ETF Tr Dimen Us Su
15.6K
New
N/A
15.6K $591M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13.7K
New
$42.33 - $43.3 $581K - $594K
13.7K $585M
MUB
Ishares National Muni Bond ETF

ETFs
5.33K
+ 160.6%
$105.78 - $108.7 $564K - $580K
8.65K $922M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.95K
New
$79.93 - $88.06 $555K - $612K
6.95K $556M
SCHP
Schwab Strategic Us Tips ETF

ETFs
20.6K
New
$25.74 - $53.78 $529K - $1.11M
20.6K $531M
Blackrock Inc
510
New
N/A
510 $523M
FLRN
Spdr Bloomberg Investment Grad

ETFs
16.3K
New
$30.67 - $30.84 $499K - $502K
16.3K $500M
VO
Vanguard Mid Cap ETF

ETFs
1.85K
New
$261.5 - $284.63 $483K - $526K
1.85K $488M
COST
Costco Wholesale Corp

Consumer Defensive
477
+ 46.95%
$873.59 - $994.69 $417K - $474K
1.49K $1.37B
Activity Summary
Buys All Purchases 180 New Holdings 72 Increased Positions 108 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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