Root Financial Partners, LLC: 13F holdings

CIK 19771812026Q2

Positions407
Reported value$2.6bn
Filed2026-07-29

Change since last quarter

Positions407 (-3,059 vs prior quarter)
Reported value$2.6bn (+19.0%)

Top 10 holdings

SecuritySharesValueWeight
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF5,198,745$426.0m16.6%
DIMENSIONAL U.S. SMALL CAP ETF2,329,592$191.8m7.5%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF4,528,406$186.8m7.3%
WSBC DIMENSIONAL US LARGE CAP VALUE ETF4,713,950$186.4m7.2%
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF3,637,085$173.7m6.7%
DFCF DIMENSIONAL CORE FIXED INCOME ETF3,833,356$161.8m6.3%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF3,080,099$123.9m4.8%
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF1,866,250$94.8m3.7%
DIMENSIONAL US HIGH PROFITABILITY ETF1,893,297$79.0m3.1%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF1,179,895$63.7m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1977181")

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