Root Financial Partners, LLC - Portfolio overview

Root Financial Partners, LLC has 3596 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL U.S. EQUITY MARKET ETF, 20.04%
2. DFAI - DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF, 7.49%
3. DFSD - DIMENSIONAL SHORT-DURATION FIXED INCOME ETF, 6.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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