Root Financial Partners, LLC Reduced Holdings in Q4 2024

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIP
Dimensional ETF Tr Inflation P

ETFs
-17.2K
- 35.99%
$40.31 - $42.43 $695K - $731K
30.7K $1.24B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-29.4K
- 3.64%
$33.92 - $36.6 $996K - $1.07M
778K $26.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.52K
- 40.06%
$54.54 - $61.04 $410K - $459K
11.2K $626M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.8K
- 16.98%
$63.58 - $71.15 $178K - $199K
13.7K $891M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.89K
- 25.84%
$55.45 - $61.08 $105K - $115K
5.41K $300M
RDVY
First Trust Rising Dividend Ac

ETFs
-2.41K
- 8.32%
$58.65 - $64.37 $142K - $155K
26.6K $1.57B
PG
Procter & Gamble CO

Consumer Defensive
-748
- 22.4%
$161.05 - $179.7 $120K - $134K
2.59K $435M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.1K
- 8.35%
$20.55 - $23.26 $63.8K - $72.2K
34.1K $717M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.93K
- 6.94%
$35.45 - $40.33 $104K - $118K
39.3K $1.41B
FVD
First Tr Value Line Divid Inde

ETFs
-2.04K
- 14.7%
$43.4 - $46.7 $88.4K - $95.1K
11.8K $516M
FYX
First Tr Small Cap Core Alphad

ETFs
-810
- 9.81%
$96.51 - $110.53 $78.2K - $89.5K
7.45K $753M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-274
- 17.63%
$370.24 - $418.94 $101K - $115K
1.28K $514M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.2K
- 6.71%
$69.3 - $74.3 $83.1K - $89.1K
16.7K $1.19B
IWD
Ishares Russell 1000 Val ETF

ETFs
-201
- 5.35%
$183.23 - $199.79 $36.8K - $40.2K
3.56K $659M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.59K
- 5.51%
$24.55 - $25.16 $39K - $40K
27.2K $671M
AOA
Ishares Tr Core Aggressive All

ETFs
-469
- 9.96%
$76.61 - $79.88 $35.9K - $37.5K
4.24K $325M
ALL
Allstate Corp

Financial Services
-186
- 13.93%
$181.25 - $208.2 $33.7K - $38.7K
1.15K $222M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-275
- 6.77%
$86.65 - $94.9 $23.8K - $26.1K
3.79K $329M
SUB
Ishares Short Term National Mu

ETFs
-123
- 3.11%
$104.94 - $106.2 $12.9K - $13.1K
3.83K $404M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-105
- 2.53%
$124.61 - $133.96 $13.1K - $14.1K
4.05K $522M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-14
- 0.63%
$229.85 - $335.91 $3.22K - $4.7K
2.19K $715M
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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