Root Financial Partners, LLC Incresed Positions 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
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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
+ 15.95%
$481.22 - $538.17 $560K - $626K
8.46K $4.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 17.4%
$521.84 - $558.82 $640K - $686K
8.28K $4.46B
MUB
Ishares National Muni Bond ETF

ETFs
5.33K
+ 160.6%
$105.78 - $108.7 $564K - $580K
8.65K $922M
COST
Costco Wholesale Corp

Consumer Defensive
477
+ 46.95%
$873.59 - $994.69 $417K - $474K
1.49K $1.37B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.2K
+ 60.98%
$77.02 - $78.58 $477K - $487K
16.4K $1.26B
META
Meta Platforms, Inc.

Communication Services
688
+ 15.12%
$554.08 - $632.68 $381K - $435K
5.24K $3.07B
NFLX
Netflix Inc

Communication Services
191
+ 11.97%
$687.65 - $936.56 $131K - $179K
1.79K $1.59B
SPY
Spdr S&P 500 ETF Trust

ETFs
735
+ 64.87%
$567.81 - $607.81 $417K - $447K
1.87K $1.09B
VNQ
Vanguard Specialized Funds Van

ETFs
6.16K
+ 45.82%
$87.85 - $98.6 $541K - $608K
19.6K $1.75B
V
Visa Inc.

Financial Services
1.12K
+ 69.11%
$273.87 - $320.91 $308K - $360K
2.75K $869M
ORCL
Oracle Corp

Technology
2.47K
+ 79.33%
$165.41 - $192.43 $408K - $475K
5.58K $930M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 99.4%
$205.18 - $250.29 $304K - $371K
2.98K $714M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.61K
+ 168.79%
$114.08 - $125.68 $412K - $454K
5.75K $659M
VUSB
Vanguard Bd Index Fds
7.26K
+ 107.91%
N/A
14K $694M
SHV
Ishares Tr

ETFs
3.14K
+ 47.18%
$109.92 - $110.57 $345K - $347K
9.8K $1.08B
XLK
Technology Sector Spdr

ETFs
1.32K
+ 118.95%
$220.26 - $241.44 $290K - $318K
2.43K $564M
CVX
Chevron Corp

Energy
2.22K
+ 53.22%
$141.15 - $162.53 $313K - $360K
6.38K $924M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.47K
+ 47.39%
$51.09 - $55.27 $330K - $357K
20.1K $1.03B
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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