Root Financial Partners, LLC Reduced Holdings in Q1 2025

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
-177K
- 11.97%
$27.56 - $32.1 $4.87M - $5.67M
1.3M $36.6B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-158K
- 10.41%
$39.96 - $43.3 $6.32M - $6.84M
1.36M $56.1B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-32.9K
- 4.23%
$32.42 - $36.13 $1.07M - $1.19M
745K $24.6B
TSLA
Tesla, Inc.

Consumer Cyclical
-955
- 9.67%
$222.15 - $428.22 $212K - $409K
8.92K $2.31B
AVGO
Broadcom Inc.

Technology
-2.38K
- 30.4%
$167.43 - $244.7 $398K - $582K
5.45K $932M
SCHW
Schwab Charles Corp

Financial Services
-10.9K
- 66.58%
$71.24 - $83.64 $775K - $910K
5.46K $428M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-33.2K
- 8.02%
$25.44 - $27.95 $845K - $928K
381K $10.3B
MUB
Ishares National Muni Bond ETF

ETFs
-4.71K
- 54.38%
$104.71 - $107.69 $493K - $507K
3.95K $418M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.17K
- 11.36%
$100.34 - $100.68 $518K - $520K
40.3K $4.06B
ISRG
Intuitive Surgical Inc

Healthcare
-673
- 18.54%
$476.63 - $610.45 $321K - $411K
2.96K $1.46B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-179
- 1.28%
$192.82 - $222.1 $34.5K - $39.8K
13.8K $2.66B
Lam Research Corp
-3.84K
- 33.93%
N/A
7.47K $543M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.68K
- 25.57%
$57.21 - $65.8 $211K - $242K
10.7K $625M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.22K
- 8.25%
$64.88 - $72.1 $144K - $160K
24.7K $1.63B
RDVY
First Trust Rising Dividend Ac

ETFs
-3.6K
- 13.52%
$57.22 - $63.39 $206K - $228K
23K $1.35B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.48K
- 22.43%
$102.49 - $119.96 $152K - $178K
5.12K $535M
XLK
Technology Sector Spdr

ETFs
-720
- 29.68%
$206.38 - $242.18 $149K - $174K
1.71K $352M
GLD
Spdr Gold Trust

ETFs
-990
- 58.13%
$243.19 - $288.14 $241K - $285K
713 $205M
CAT
Caterpillar Inc

Industrials
-273
- 13.83%
$326.75 - $407.63 $89.2K - $111K
1.7K $561M
SHOP
Shopify Inc.

Technology
-846
- 19.07%
$90.59 - $129.31 $76.6K - $109K
3.59K $343M
SPY
Spdr S&P 500 ETF Trust

ETFs
-137
- 7.33%
$551.42 - $612.93 $75.5K - $84K
1.73K $968M
SHV
Ishares Tr

ETFs
-1.06K
- 10.82%
$110.11 - $110.51 $117K - $117K
8.74K $965M
VIG
Vanguard Dividend Appreciation

ETFs
-548
- 15.26%
N/A
3.04K $590M
Blackrock Inc
-72
- 14.12%
N/A
438 $414M
BNDX
Vanguard Total International B

ETFs
-2.01K
- 15.5%
$48.33 - $49.5 $97K - $99.4K
10.9K $535M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-169
- 0.43%
$32.49 - $37.99 $5.49K - $6.42K
39.1K $1.31B
DOW
Dow Inc.

Basic Materials
-1.41K
- 16.8%
$34.36 - $41.92 $48.4K - $59.1K
6.98K $244M
AMD
Advanced Micro Devices Inc

Technology
-17
- 0.34%
$96.63 - $129.55 $1.64K - $2.2K
4.95K $509M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-831
- 14.45%
$110.75 - $119.78 $92K - $99.5K
4.92K $569M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-582
- 20.53%
$120.29 - $134.6 $70K - $78.3K
2.25K $278M
FYX
First Tr Small Cap Core Alphad

ETFs
-58
- 0.78%
$89.26 - $104.61 $5.18K - $6.07K
7.39K $666M
IYW
Ishares Dj Us Tech ETF

ETFs
-54
- 1.35%
$140.44 - $166.79 $7.58K - $9.01K
3.95K $555M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.61K
- 9.24%
$50.29 - $50.5 $80.8K - $81.1K
15.8K $794M
UNH
Unitedhealth Group Inc

Healthcare
-210
- 12.8%
$461.52 - $548.18 $96.9K - $115K
1.43K $749M
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 0.02%
$183.02 - $207.75 $183 - $208
6.61K $1.23B
DFIP
Dimensional ETF Tr Inflation P

ETFs
-3K
- 9.77%
$40.27 - $42.11 $121K - $126K
27.7K $1.17B
PLTR
Palantir Technologies Inc.

Technology
-1.47K
- 23.92%
$64.98 - $124.62 $95.3K - $183K
4.67K $394M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-2.93K
- 10.75%
$24.5 - $24.95 $71.7K - $73.1K
24.3K $602M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-244
- 2.43%
N/A
9.78K $861M
MNST
Monster Beverage Corp

Consumer Defensive
-1.77K
- 28.36%
$46.16 - $58.58 $81.7K - $104K
4.47K $262M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-274
- 6.77%
$120.24 - $134.3 $32.9K - $36.8K
3.78K $460M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-528
- 4.71%
$126.11 - $135.06 $66.6K - $71.3K
10.7K $1.38B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-137
- 1.38%
$169.43 - $182.84 $23.2K - $25K
9.76K $1.69B
AMAT
Applied Materials Inc

Technology
-68
- 4.69%
$145.06 - $195.51 $9.86K - $13.3K
1.38K $201M
BAC
Bank Of America Corp

Financial Services
-385
- 5.04%
$39.61 - $47.74 $15.2K - $18.4K
7.25K $303M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-615
- 8.85%
$78.97 - $85.82 $48.6K - $52.8K
6.33K $525M
SUB
Ishares Short Term National Mu

ETFs
-290
- 7.57%
$105.3 - $106.24 $30.5K - $30.8K
3.54K $374M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.38K
- 7.85%
$27.64 - $28.58 $38.1K - $39.4K
16.2K $462M
JNJ
Johnson & Johnson

Healthcare
-1.3K
- 14.47%
$142.06 - $167.7 $184K - $218K
7.67K $1.27B
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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