Root Financial Partners, LLC Incresed Positions in Q1 2025

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
577K
+ 24.91%
$59.61 - $66.71 $34.4M - $38.5M
2.89M $175B
DFAS
Dimensional ETF Tr U S Small C

ETFs
246K
+ 1793.65%
$58.81 - $68.2 $14.4M - $16.7M
259K $15.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
277K
+ 34.18%
$46.74 - $47.55 $12.9M - $13.2M
1.09M $51.6B
DFAI
Dimensional ETF Tr

ETFs
182K
+ 5.85%
$28.88 - $32.4 $5.27M - $5.91M
3.3M $103B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
174K
+ 16.4%
$40.79 - $42.32 $7.09M - $7.35M
1.23M $51.9B
DFAE
Dimensional ETF Tr

ETFs
258K
+ 14.17%
$24.64 - $26.86 $6.36M - $6.93M
2.08M $53.8B
Dimensional ETF Trust
141K
+ 36.13%
N/A
530K $26.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
197K
+ 1352.8%
$32.57 - $35.82 $6.43M - $7.07M
212K $7.03B
VUG
Vanguard Growth ETF

ETFs
16.8K
+ 172.32%
$369.1 - $427.61 $6.21M - $7.2M
26.6K $9.87B
BND
Vanguard Bd Index Fd Inc Total

ETFs
62.3K
+ 122.48%
$71.17 - $73.66 $4.44M - $4.59M
113K $8.32B
HD
Home Depot, Inc.

Consumer Cyclical
11.3K
+ 498.27%
$347.25 - $424.87 $3.91M - $4.78M
13.5K $4.96B
DFAR
Dimensional ETF Tr Dimensional

ETFs
141K
+ 14.49%
$22.35 - $24.52 $3.14M - $3.45M
1.11M $26.4B
AAPL
Apple Inc.

Technology
26K
+ 34.63%
$209.68 - $247.1 $5.45M - $6.42M
101K $22.4B
DFIS
Dimensional ETF Tr Dimensional

ETFs
103K
+ 20.44%
$23.92 - $26.89 $2.47M - $2.78M
608K $15.7B
MSFT
Microsoft Corp

Technology
8.09K
+ 50.52%
$375.39 - $447.2 $3.04M - $3.62M
24.1K $9.05B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.16K
+ 38.11%
$507.05 - $563.67 $1.6M - $1.78M
11.4K $5.88B
DFAU
Dimensional ETF Tr

ETFs
35K
+ 146.09%
$37.84 - $42.29 $1.32M - $1.48M
59K $2.27B
GOOGL
Alphabet Inc.

Communication Services
8.25K
+ 50.26%
$154.33 - $206.19 $1.27M - $1.7M
24.7K $3.82B
AMZN
Amazon Com Inc

Consumer Cyclical
6.82K
+ 28.24%
$190.26 - $242.06 $1.3M - $1.65M
31K $5.9B
VTV
Vanguard Value ETF

ETFs
3.05K
+ 16.71%
$167.73 - $179.21 $511K - $546K
21.3K $3.68B
DFSU
Dimensional ETF Tr Dimen Us Su
16.6K
+ 106.63%
N/A
32.2K $1.15B
DFAT
Dimensional ETF Tr U S Target

ETFs
11.6K
+ 102.93%
$50.44 - $58.1 $584K - $673K
22.8K $1.18B
VTI
Vanguard Total Stock Market Et

ETFs
5.87K
+ 8.09%
$271.18 - $303.12 $1.59M - $1.78M
78.4K $21.5B
NVDA
Nvidia Corp

Technology
14.5K
+ 34.45%
$106.98 - $149.43 $1.55M - $2.16M
56.4K $6.14B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13K
+ 32.37%
$27.01 - $28.54 $350K - $370K
53K $1.48B
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.19K
+ 254.05%
$65.15 - $91.81 $403K - $568K
8.62K $563M
META
Meta Platforms, Inc.

Communication Services
654
+ 12.49%
$576.36 - $736.67 $377K - $482K
5.89K $3.4B
VUSB
Vanguard Bd Index Fds
6.39K
+ 45.71%
N/A
20.4K $1.02B
Dimensional ETF Trust
6.28K
+ 32.63%
N/A
25.5K $1.27B
IEFA
Ishares Tr

ETFs
3.33K
+ 61.19%
$69.57 - $78.65 $232K - $262K
8.78K $665M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.34K
+ 20.4%
$76.94 - $78.28 $257K - $261K
19.7K $1.54B
VB
Vanguard Small Cap ETF

ETFs
1.74K
+ 29.21%
$217.89 - $252.64 $378K - $439K
7.68K $1.7B
NFLX
Netflix Inc

Communication Services
183
+ 10.24%
$828.4 - $1058.6 $152K - $194K
1.97K $1.84B
Vanguard Calif Tax Free Fds
2.48K
+ 41.32%
N/A
8.48K $835M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.66K
+ 6.92%
$42.5 - $46.71 $156K - $171K
56.6K $2.56B
IVV
Ishares Core S&P 500 ETF

ETFs
469
+ 30.67%
$554.06 - $615.85 $260K - $289K
2K $1.12B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.3K
+ 32.38%
$49.25 - $50.66 $212K - $218K
17.6K $872M
COST
Costco Wholesale Corp

Consumer Defensive
166
+ 11.12%
$890.62 - $1076.86 $148K - $179K
1.66K $1.57B
SCMB
Schwab Strategic Tr Mun Bd ETF
7.83K
+ 52.79%
N/A
22.7K $575M
Ea Series Trust
1.54K
+ 22.87%
N/A
8.28K $923M
CVX
Chevron Corp

Energy
188
+ 2.95%
$146.71 - $167.97 $27.6K - $31.6K
6.57K $1.1B
V
Visa Inc.

Financial Services
198
+ 7.21%
$306.92 - $362.71 $60.8K - $71.8K
2.95K $1.03B
BCBP
Bcb Bancorp Inc

Financial Services
22K
+ 78.57%
$9.52 - $11.89 $209K - $262K
50K $493M
DFIC
Dimensional ETF Tr Dimensional

ETFs
993
+ 1.69%
$25.54 - $28.79 $25.4K - $28.6K
59.9K $1.66B
WMT
Walmart Inc.

Consumer Defensive
1.65K
+ 40.73%
$84.5 - $105.05 $139K - $173K
5.7K $501M
FNDA
Schwab Fundamental U S Small C

ETFs
5.38K
+ 72.47%
$26.87 - $30.99 $145K - $167K
12.8K $351M
VO
Vanguard Mid Cap ETF

ETFs
529
+ 28.63%
$251.87 - $277.95 $133K - $147K
2.38K $615M
EPD
Enterprise Products Partners L.P.

Energy
1.19K
+ 3.9%
$31.75 - $34.14 $37.7K - $40.5K
31.6K $1.08B
PEP
Pepsico Inc

Consumer Defensive
798
+ 26.88%
$142.64 - $156.42 $114K - $125K
3.77K $565M
Activity Summary
Buys All Purchases 122 New Holdings 18 Increased Positions 104 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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