Root Financial Partners
$2.6B 13F equity value
3,467 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Root Financial Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 5,198,745 | $426M | 16.6% |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 2,329,592 | $192M | 7.5% |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 4,528,406 | $187M | 7.3% |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 4,713,950 | $186M | 7.2% |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 3,637,085 | $174M | 6.7% |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 3,833,356 | $162M | 6.3% |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 3,080,099 | $124M | 4.8% |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 1,866,250 | $95M | 3.7% |
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 1,893,297 | $79M | 3.1% |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 1,179,895 | $64M | 2.5% |
Track Root Financial Partners's 13F portfolio: $2.6B in reported holdings, 3,467 positions. Top holdings and quarterly changes on SentiSense.
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