Root Financial Partners
$2.2B Assets Reported
3,558 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 6,125,950 | $434M | 20.1% |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 4,167,029 | $162M | 7.5% |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 2,991,136 | $143M | 6.6% |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 3,247,685 | $137M | 6.3% |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 1,586,355 | $113M | 5.2% |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 3,143,873 | $112M | 5.2% |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 3,229,392 | $109M | 5.1% |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 1,514,370 | $77M | 3.6% |
| VUG | VANGUARD GROWTH ETF | 122,023 | $53M | 2.5% |
| DFAR | DIMENSIONAL US REAL ESTATE ETF | 2,117,477 | $50M | 2.3% |
Track Root Financial Partners's 13F portfolio: $2.2B in reported holdings, 3,558 positions. Top holdings, AUM, and quarterly changes on SentiSense.