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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
UNH +1,140+$564
COST +531+$389
IEFA +4,977+$369
VGT +647+$339
IWD +1,860+$333
LLY +422+$329
ORCL +2,619+$329
HD +847+$325
SPLG +5,098+$314
XLK +1,439+$300
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
AVUV -6,421-$577
DFAX -11,948-$292
AVDV -3,834-$240
VBR -1,193-$215
SPY -427-$203
OSA -63,035-$62
AYX -10,000-$10
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFAI +194,696+$7,854
DFUS +178,503+$14,634
DFAE +143,010+$3,992
DFUV +134,785+$7,196
DFSV +124,876+$4,205
DFSD +85,107+$4,008
DUSB +72,903+$3,687
DFAR +72,171+$1,489
DFIV +46,483+$2,203
DFIS +41,170+$1,166
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFIP -61,388-$2,536
DFAC -32,233+$1,025
FVD -8,372-$311
DEED -8,163-$180
UCON -1,755-$48
DFAT -1,485-$25
VWO -1,313-$43
DUHP -1,284+$26
VTV -812-$52
Root Financial Partners LLC Info
Size ($ in 1000's)
At 03/31/2024: $337,195
At 12/31/2023: $266,193

Root Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Root Financial Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Root Financial Partners LLC
As of  03/31/2024, we find all stocks held by Root Financial Partners LLC to be as follows, presented in the table below with each row detailing each Root Financial Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Root Financial Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Root Financial Partners LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFUS) 1,045,093 +178,503 $59,549
     DFUS1,045,093+178,503$59,549
DIMENSIONAL ETF TRUST (DFAI) 1,441,886 +194,696 $43,574
     DFAI1,441,886+194,696$43,574
DIMENSIONAL ETF TRUST (DFUV) 592,404 +134,785 $24,229
     DFUV592,404+134,785$24,229
DIMENSIONAL ETF TRUST (DFCF) 566,125 +33,563 $23,749
     DFCF566,125+33,563$23,749
DIMENSIONAL ETF TRUST (DFAC) 723,167 -32,233 $23,105
     DFAC723,167-32,233$23,105
DIMENSIONAL ETF TRUST (DFAE) 892,200 +143,010 $22,055
     DFAE892,200+143,010$22,055
DIMENSIONAL ETF TRUST (DFSV) 579,967 +124,876 $17,457
     DFSV579,967+124,876$17,457
DIMENSIONAL ETF TRUST (DFSD) 258,872 +85,107 $12,177
     DFSD258,872+85,107$12,177
DIMENSIONAL ETF TRUST (DFIV) 253,380 +46,483 $9,312
     DFIV253,380+46,483$9,312
DIMENSIONAL ETF TRUST (DFAR) 411,535 +72,171 $9,206
     DFAR411,535+72,171$9,206
VANGUARD INDEX FDS (VTI) 30,709 +4,701 $7,981
     VTI30,709+4,701$7,981
APPLE INC 37,941 +9,783 $6,506
     AAPL37,941+9,783$6,506
DIMENSIONAL ETF TRUST (DFIS) 191,404 +41,170 $4,797
     DFIS191,404+41,170$4,797
VANGUARD INDEX FDS (VOO) 8,134 +6,451 $3,910
     VOO8,134+6,451$3,910
DIMENSIONAL ETF TRUST (DUSB) 77,111 +72,903 $3,899
     DUSB77,111+72,903$3,899
BERKSHIRE HATHAWAY INC DEL      $3,663
     BRK.B8,710+614$3,663
DIMENSIONAL ETF TRUST (DFIP) 83,196 -61,388 $3,432
     DFIP83,196-61,388$3,432
VANGUARD STAR FDS (VXUS) 50,623 +4,056 $3,053
     VXUS50,623+4,056$3,053
MICROSOFT CORP 6,828 +1,346 $2,873
     MSFT6,828+1,346$2,873
INVESCO EXCH TRADED FD TR II (QQQM) 13,255 +8,373 $2,422
     QQQM13,255+8,373$2,422
ISHARES TR (SGOV) 22,348 +5,315 $2,251
     SGOV22,348+5,315$2,251
DIMENSIONAL ETF TRUST (DFEV) 86,304 +11,922 $2,240
     DFEV86,304+11,922$2,240
INVESCO QQQ TR 4,782 -213 $2,123
     QQQ4,782-213$2,123
NVIDIA CORPORATION 2,309 +1,043 $2,086
     NVDA2,309+1,043$2,086
FIRST TR EXCHANGE TRADED FD (RDVY) 30,240 +181 $1,699
     RDVY30,240+181$1,699
INVESCO EXCHANGE TRADED FD T (RSP) 9,562 +1,688 $1,620
     RSP9,562+1,688$1,620
FIRST TR EXCHANGE TRADED FD (SDVY) 44,730 -189 $1,557
     SDVY44,730-189$1,557
DIMENSIONAL ETF TRUST (DFIC) 55,507 +490 $1,485
     DFIC55,507+490$1,485
DIMENSIONAL ETF TRUST (DFAT) 25,336 -1,485 $1,379
     DFAT25,336-1,485$1,379
AMAZON COM INC 7,597 +2,971 $1,370
     AMZN7,597+2,971$1,370
META PLATFORMS INC 2,663 +551 $1,293
     META2,663+551$1,293
DIMENSIONAL ETF TRUST (DFAS) 20,667 -723 $1,288
     DFAS20,667-723$1,288
VANGUARD BD INDEX FDS (BND) 14,983 -337 $1,088
     BND14,983-337$1,088
VANGUARD TAX MANAGED FDS (VEA) 18,703 +2,519 $938
     VEA18,703+2,519$938
FIRST TR SML CP CORE ALPHA F (FYX) 9,848 -26 $918
     FYX9,848-26$918
SCHWAB STRATEGIC TR 44,941 -560 $912
     SCHH44,941-560$912
DIMENSIONAL ETF TRUST (DFAU) 23,956 UNCH $875
     DFAU23,956UNCH$875
VANECK ETF TRUST (MOAT) 9,648 +209 $867
     MOAT9,648+209$867
VANGUARD INDEX FDS (VTV) 5,208 -812 $848
     VTV5,208-812$848
FIRST TR EXCHNG TRADED FD VI (UCON) 33,982 -1,755 $836
     UCON33,982-1,755$836
ISHARES TR (SHV) 7,104 +646 $785
     SHV7,104+646$785
ALPHABET INC 5,042 +3,536 $761
     GOOGL5,042+3,536$761
DIMENSIONAL ETF TRUST (DFEM) 29,750 +698 $758
     DFEM29,750+698$758
FIRST TR VALUE LINE DIVID IN (FVD) 17,308 -8,372 $731
     FVD17,308-8,372$731
VANGUARD INTL EQUITY INDEX F (VWO) 16,459 -1,313 $687
     VWO16,459-1,313$687
CHEVRON CORP NEW 4,217 +444 $665
     CVX4,217+444$665
DIMENSIONAL ETF TRUST (DUHP) 21,019 -1,284 $664
     DUHP21,019-1,284$664
VANGUARD INDEX FDS (VUG) 1,923 +1,138 $662
     VUG1,923+1,138$662
MONSTER BEVERAGE CORP NEW 10,207 +62 $605
     MNST10,207+62$605
LPL FINL HLDGS INC 2,205 +855 $583
     LPLA2,205+855$583
VANGUARD INDEX FDS (VNQ) 6,588 +17 $570
     VNQ6,588+17$570
UNITEDHEALTH GROUP INC 1,140 +1,140 $564
     UNH1,140+1,140$564
VANGUARD INDEX FDS (VB) 2,419 -18 $553
     VB2,419-18$553
VANGUARD MALVERN FDS (VTIP) 11,208 -417 $537
     VTIP11,208-417$537
ISHARES TR (ESGU) 4,573 -294 $526
     ESGU4,573-294$526
ISHARES INC (EMXC) 8,593 +2,134 $495
     EMXC8,593+2,134$495
ADVANCED MICRO DEVICES INC 2,709 +325 $489
     AMD2,709+325$489
ISHARES TR (IYW) 3,558 UNCH $481
     IYW3,558UNCH$481
KLA CORP 656 +26 $458
     KLAC656+26$458
TESLA INC 2,602 +462 $457
     TSLA2,602+462$457
SPDR SER TR (SPTI) 16,097 +11 $454
     SPTI16,097+11$454
ALPHABET INC 2,875 +1,081 $438
     GOOG2,875+1,081$438
DIMENSIONAL ETF TRUST (DFAW) 6,986 UNCH $413
     DFAW6,986UNCH$413
SCHWAB STRATEGIC TR 6,564 +10 $407
     SCHX6,564+10$407
EXXON MOBIL CORP 3,435 +1,381 $399
     XOM3,435+1,381$399
RTX CORPORATION 4,051 +161 $395
     RTX4,051+161$395
COSTCO WHSL CORP NEW 531 +531 $389
     COST531+531$389
ISHARES TR (IEFA) 4,977 +4,977 $369
     IEFA4,977+4,977$369
VANGUARD WORLD FD (VGT) 647 +647 $339
     VGT647+647$339
ISHARES TR (IWD) 1,860 +1,860 $333
     IWD1,860+1,860$333
ELI LILLY & CO 422 +422 $329
     LLY422+422$329
ORACLE CORP 2,619 +2,619 $329
     ORCL2,619+2,619$329
HOME DEPOT INC 847 +847 $325
     HD847+847$325
SPDR SER TR (SPLG) 5,098 +5,098 $314
     SPLG5,098+5,098$314
ISHARES TR (ESGD) 3,912 UNCH $313
     ESGD3,912UNCH$313
BROADCOM INC 235 +18 $312
     AVGO235+18$312
VANGUARD CHARLOTTE FDS (BNDX) 6,119 +431 $301
     BNDX6,119+431$301
FIRST TR EXCHNG TRADED FD VI (DEED) 14,469 -8,163 $300
     DEED14,469-8,163$300
SELECT SECTOR SPDR TR (XLK) 1,439 +1,439 $300
     XLK1,439+1,439$300
ISHARES TR (IVV) 565 +1 $297
     IVV565+1$297
BLACKROCK INC 353 +58 $294
     BLK353+58$294
SPDR DOW JONES INDL AVERAGE (DIA) 736 +736 $293
     DIA736+736$293
SPOTIFY TECHNOLOGY S A 1,109 +1,109 $293
     SPOT1,109+1,109$293
JPMORGAN CHASE & CO 1,450 +1,450 $291
     JPM1,450+1,450$291
VISA INC 1,008 +1,008 $281
     V1,008+1,008$281
COCA COLA CO 4,561 +4,561 $279
     KO4,561+4,561$279
MERCK & CO INC 1,977 +1,977 $261
     MRK1,977+1,977$261
VANGUARD SCOTTSDALE FDS (VCIT) 2,814 +2,814 $227
     VCIT2,814+2,814$227
SPDR S&P MIDCAP 400 ETF TR (MDY) 405 +405 $225
     MDY405+405$225
SPDR SER TR (XAR) 1,535 UNCH $216
     XAR1,535UNCH$216
ISHARES TR (LQD) 1,978 +1,978 $215
     LQD1,978+1,978$215
ADOBE INC 413 +413 $208
     ADBE413+413$208
PROCTER AND GAMBLE CO 1,260 +1,260 $204
     PG1,260+1,260$204
FORD MTR CO DEL 13,886 +480 $184
     F13,886+480$184
BLOCK INC      $8
     NOTE 010,000UNCH$8
23ANDME HOLDING CO 13,378 +0 $7
     ME13,378UNCH$7
AMERICAN CENTY ETF TR $0 (exited)
     AVDV0-3,834$0
AMERICAN CENTY ETF TR $0 (exited)
     AVUV0-6,421$0
ALTERYX INC $0 (exited)
     NOTE 10-10,000$0
DIMENSIONAL ETF TRUST $0 (exited)
     DFAX0-11,948$0
PROSOMNUS INC $0 (exited)
     OSA0-63,035$0
SPDR S&P 500 ETF TR $0 (exited)
     SPY0-427$0
VANGUARD INDEX FDS 0 -1,193 $0 (exited)
     VBR0-1,193$0

See Summary: Root Financial Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Root Financial Partners LLC

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