Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFUS) | 1,045,093 | +178,503 | $59,549 |
DFUS | 1,045,093 | +178,503 | $59,549 |
DIMENSIONAL ETF TRUST (DFAI) | 1,441,886 | +194,696 | $43,574 |
DFAI | 1,441,886 | +194,696 | $43,574 |
DIMENSIONAL ETF TRUST (DFUV) | 592,404 | +134,785 | $24,229 |
DFUV | 592,404 | +134,785 | $24,229 |
DIMENSIONAL ETF TRUST (DFCF) | 566,125 | +33,563 | $23,749 |
DFCF | 566,125 | +33,563 | $23,749 |
DIMENSIONAL ETF TRUST (DFAC) | 723,167 | -32,233 | $23,105 |
DFAC | 723,167 | -32,233 | $23,105 |
DIMENSIONAL ETF TRUST (DFAE) | 892,200 | +143,010 | $22,055 |
DFAE | 892,200 | +143,010 | $22,055 |
DIMENSIONAL ETF TRUST (DFSV) | 579,967 | +124,876 | $17,457 |
DFSV | 579,967 | +124,876 | $17,457 |
DIMENSIONAL ETF TRUST (DFSD) | 258,872 | +85,107 | $12,177 |
DFSD | 258,872 | +85,107 | $12,177 |
DIMENSIONAL ETF TRUST (DFIV) | 253,380 | +46,483 | $9,312 |
DFIV | 253,380 | +46,483 | $9,312 |
DIMENSIONAL ETF TRUST (DFAR) | 411,535 | +72,171 | $9,206 |
DFAR | 411,535 | +72,171 | $9,206 |
VANGUARD INDEX FDS (VTI) | 30,709 | +4,701 | $7,981 |
VTI | 30,709 | +4,701 | $7,981 |
APPLE INC | 37,941 | +9,783 | $6,506 |
AAPL | 37,941 | +9,783 | $6,506 |
DIMENSIONAL ETF TRUST (DFIS) | 191,404 | +41,170 | $4,797 |
DFIS | 191,404 | +41,170 | $4,797 |
VANGUARD INDEX FDS (VOO) | 8,134 | +6,451 | $3,910 |
VOO | 8,134 | +6,451 | $3,910 |
DIMENSIONAL ETF TRUST (DUSB) | 77,111 | +72,903 | $3,899 |
DUSB | 77,111 | +72,903 | $3,899 |
BERKSHIRE HATHAWAY INC DEL | $3,663 | ||
BRK.B | 8,710 | +614 | $3,663 |
DIMENSIONAL ETF TRUST (DFIP) | 83,196 | -61,388 | $3,432 |
DFIP | 83,196 | -61,388 | $3,432 |
VANGUARD STAR FDS (VXUS) | 50,623 | +4,056 | $3,053 |
VXUS | 50,623 | +4,056 | $3,053 |
MICROSOFT CORP | 6,828 | +1,346 | $2,873 |
MSFT | 6,828 | +1,346 | $2,873 |
INVESCO EXCH TRADED FD TR II (QQQM) | 13,255 | +8,373 | $2,422 |
QQQM | 13,255 | +8,373 | $2,422 |
ISHARES TR (SGOV) | 22,348 | +5,315 | $2,251 |
SGOV | 22,348 | +5,315 | $2,251 |
DIMENSIONAL ETF TRUST (DFEV) | 86,304 | +11,922 | $2,240 |
DFEV | 86,304 | +11,922 | $2,240 |
INVESCO QQQ TR | 4,782 | -213 | $2,123 |
QQQ | 4,782 | -213 | $2,123 |
NVIDIA CORPORATION | 2,309 | +1,043 | $2,086 |
NVDA | 2,309 | +1,043 | $2,086 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 30,240 | +181 | $1,699 |
RDVY | 30,240 | +181 | $1,699 |
INVESCO EXCHANGE TRADED FD T (RSP) | 9,562 | +1,688 | $1,620 |
RSP | 9,562 | +1,688 | $1,620 |
FIRST TR EXCHANGE TRADED FD (SDVY) | 44,730 | -189 | $1,557 |
SDVY | 44,730 | -189 | $1,557 |
DIMENSIONAL ETF TRUST (DFIC) | 55,507 | +490 | $1,485 |
DFIC | 55,507 | +490 | $1,485 |
DIMENSIONAL ETF TRUST (DFAT) | 25,336 | -1,485 | $1,379 |
DFAT | 25,336 | -1,485 | $1,379 |
AMAZON COM INC | 7,597 | +2,971 | $1,370 |
AMZN | 7,597 | +2,971 | $1,370 |
META PLATFORMS INC | 2,663 | +551 | $1,293 |
META | 2,663 | +551 | $1,293 |
DIMENSIONAL ETF TRUST (DFAS) | 20,667 | -723 | $1,288 |
DFAS | 20,667 | -723 | $1,288 |
VANGUARD BD INDEX FDS (BND) | 14,983 | -337 | $1,088 |
BND | 14,983 | -337 | $1,088 |
VANGUARD TAX MANAGED FDS (VEA) | 18,703 | +2,519 | $938 |
VEA | 18,703 | +2,519 | $938 |
FIRST TR SML CP CORE ALPHA F (FYX) | 9,848 | -26 | $918 |
FYX | 9,848 | -26 | $918 |
SCHWAB STRATEGIC TR | 44,941 | -560 | $912 |
SCHH | 44,941 | -560 | $912 |
DIMENSIONAL ETF TRUST (DFAU) | 23,956 | UNCH | $875 |
DFAU | 23,956 | UNCH | $875 |
VANECK ETF TRUST (MOAT) | 9,648 | +209 | $867 |
MOAT | 9,648 | +209 | $867 |
VANGUARD INDEX FDS (VTV) | 5,208 | -812 | $848 |
VTV | 5,208 | -812 | $848 |
FIRST TR EXCHNG TRADED FD VI (UCON) | 33,982 | -1,755 | $836 |
UCON | 33,982 | -1,755 | $836 |
ISHARES TR (SHV) | 7,104 | +646 | $785 |
SHV | 7,104 | +646 | $785 |
ALPHABET INC | 5,042 | +3,536 | $761 |
GOOGL | 5,042 | +3,536 | $761 |
DIMENSIONAL ETF TRUST (DFEM) | 29,750 | +698 | $758 |
DFEM | 29,750 | +698 | $758 |
FIRST TR VALUE LINE DIVID IN (FVD) | 17,308 | -8,372 | $731 |
FVD | 17,308 | -8,372 | $731 |
VANGUARD INTL EQUITY INDEX F (VWO) | 16,459 | -1,313 | $687 |
VWO | 16,459 | -1,313 | $687 |
CHEVRON CORP NEW | 4,217 | +444 | $665 |
CVX | 4,217 | +444 | $665 |
DIMENSIONAL ETF TRUST (DUHP) | 21,019 | -1,284 | $664 |
DUHP | 21,019 | -1,284 | $664 |
VANGUARD INDEX FDS (VUG) | 1,923 | +1,138 | $662 |
VUG | 1,923 | +1,138 | $662 |
MONSTER BEVERAGE CORP NEW | 10,207 | +62 | $605 |
MNST | 10,207 | +62 | $605 |
LPL FINL HLDGS INC | 2,205 | +855 | $583 |
LPLA | 2,205 | +855 | $583 |
See Full List: All Stocks Held By Root Financial Partners LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Root Financial Partners LLC
Size ($ 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 |