Root Financial Partners, LLC Incresed Positions in Q2 2024

Root Financial Partners, LLC

  • $427 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
281K
+ 26.87%
$53.83 - $59.14 $15.1M - $16.6M
1.33M $78B
DFAI
Dimensional ETF Tr

ETFs
380K
+ 26.38%
$28.93 - $30.91 $11M - $11.8M
1.82M $54.1B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
215K
+ 36.31%
$38.53 - $40.76 $8.29M - $8.77M
808K $31.7B
DFAE
Dimensional ETF Tr

ETFs
221K
+ 24.79%
$24.03 - $26.3 $5.32M - $5.82M
1.11M $28.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
119K
+ 45.94%
$46.64 - $47.15 $5.55M - $5.61M
378K $17.8B
DFSV
Dimensional ETF Tr Dimensional

ETFs
216K
+ 37.27%
$27.81 - $30.13 $6.01M - $6.51M
796K $22.9B
AAPL
Apple Inc.

Technology
15.6K
+ 41.04%
$165.0 - $216.67 $2.57M - $3.37M
53.5K $11.3B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
110K
+ 19.4%
$40.79 - $41.97 $4.48M - $4.61M
676K $28.1B
Dimensional ETF Trust
67.1K
+ 87.02%
N/A
144K $7.31B
VTI
Vanguard Total Stock Market Et

ETFs
10.8K
+ 35.03%
$245.23 - $269.4 $2.64M - $2.9M
41.5K $11.1B
DFIV
Dimensional ETF Tr

ETFs
80.3K
+ 31.69%
$35.5 - $38.02 $2.85M - $3.05M
334K $12B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
58.5K
+ 67.77%
$25.39 - $27.96 $1.48M - $1.64M
145K $3.98B
DFIS
Dimensional ETF Tr Dimensional

ETFs
73.4K
+ 38.34%
$24.08 - $25.86 $1.77M - $1.9M
265K $6.52B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.38K
+ 49.79%
$414.65 - $485.21 $987K - $1.16M
7.16K $3.43B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.1K
+ 93.83%
$70.55 - $72.66 $992K - $1.02M
29K $2.09B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.3K
+ 3.23%
$30.09 - $32.37 $702K - $755K
746K $24.1B
MRK
Merck & Co., Inc.

Healthcare
5.35K
+ 270.76%
$123.8 - $132.96 $663K - $712K
7.33K $907M
NVDA
Nvidia Corp

Technology
18.7K
+ 810.22%
$118.11 - $1224.4 $2.21M - $22.9M
21K $2.6B
AMZN
Amazon Com Inc

Consumer Cyclical
1.82K
+ 23.9%
$173.67 - $197.85 $315K - $359K
9.41K $1.82B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.02K
+ 13.87%
$57.86 - $62.21 $406K - $437K
57.6K $3.48B
VB
Vanguard Small Cap ETF

ETFs
1.76K
+ 72.67%
$210.76 - $226.94 $371K - $399K
4.18K $911M
COST
Costco Wholesale Corp

Consumer Defensive
279
+ 52.54%
$704.88 - $870.75 $197K - $243K
810 $689M
TSLA
Tesla, Inc.

Consumer Cyclical
1.12K
+ 43.08%
$142.05 - $197.88 $159K - $222K
3.72K $737M
AVGO
Broadcom Inc.

Technology
129
+ 54.89%
$1204.71 - $1828.87 $155K - $236K
364 $585M
VTV
Vanguard Value ETF

ETFs
1.77K
+ 33.89%
$154.57 - $163.65 $273K - $289K
6.97K $1.12B
GOOG
Alphabet Inc.

Communication Services
864
+ 30.05%
$151.94 - $186.86 $131K - $161K
3.74K $686M
GOOGL
Alphabet Inc.

Communication Services
433
+ 8.59%
$150.53 - $185.41 $65.2K - $80.3K
5.48K $997M
META
Meta Platforms, Inc.

Communication Services
370
+ 13.89%
$430.17 - $527.34 $159K - $195K
3.03K $1.53B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.53K
+ 27.5%
$40.83 - $44.89 $185K - $203K
21K $918M
BNDX
Vanguard Total International B

ETFs
4.39K
+ 71.79%
$48.24 - $49.07 $212K - $216K
10.5K $512M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
84
+ 0.63%
$170.63 - $199.67 $14.3K - $16.8K
13.3K $2.63B
MSFT
Microsoft Corp

Technology
46
+ 0.67%
$389.33 - $452.85 $17.9K - $20.8K
6.87K $3.07B
IVV
Ishares Core S&P 500 ETF

ETFs
333
+ 58.94%
$497.53 - $549.64 $166K - $183K
898 $491M
IYW
Ishares Dj Us Tech ETF

ETFs
391
+ 10.99%
$124.75 - $153.46 $48.8K - $60K
3.95K $594M
VEA
Vanguard Ftse Developed Market

ETFs
2.58K
+ 13.82%
$47.83 - $51.21 $124K - $132K
21.3K $1.05B
VNQ
Vanguard Specialized Funds Van

ETFs
1.49K
+ 22.6%
$78.61 - $85.97 $117K - $128K
8.08K $677M
LLY
Eli Lilly & CO

Healthcare
40
+ 9.48%
$724.87 - $909.04 $29K - $36.4K
462 $418M
KLAC
Kla Corp

Technology
2
+ 0.3%
$628.16 - $863.31 $1.26K - $1.73K
658 $543M
XOM
Exxon Mobil Corp

Energy
761
+ 22.15%
$108.36 - $122.2 $82.5K - $93K
4.2K $483M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.11K
+ 12.86%
$55.18 - $59.2 $61K - $65.4K
9.7K $574M
V
Visa Inc.

Financial Services
358
+ 35.52%
$262.47 - $281.5 $94K - $101K
1.37K $359M
ORCL
Oracle Corp

Technology
236
+ 9.01%
$113.75 - $144.64 $26.8K - $34.1K
2.86K $403M
UNH
Unitedhealth Group Inc

Healthcare
112
+ 9.82%
$439.2 - $524.63 $49.2K - $58.8K
1.25K $638M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
655
+ 2.93%
$100.29 - $100.75 $65.7K - $66K
23K $2.32B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
831
+ 2.79%
$24.84 - $27.2 $20.6K - $22.6K
30.6K $817M
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.18%
$266.43 - $326.68 $533 - $653
1.11K $349M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.48K
+ 4.46%
$25.73 - $27.44 $63.7K - $68K
58K $1.52B
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
+ 0.09%
$256.41 - $288.82 $513 - $578
2.21K $616M
SCHX
Schwab Strategic Tr Us Large C

ETFs
259
+ 3.95%
$58.7 - $64.78 $15.2K - $16.8K
6.82K $438M
Activity Summary
Buys All Purchases 84 New Holdings 23 Increased Positions 61 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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