Institutions / Root Financial Partners, LLC

Root Financial Partners, LLC

CIK 1977181 · Institution · as of Dec 31, 2025

Portfolio value

$1.94B

Positions

2,431

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 2,431 →

Company	Class	Value	Shares	% of portfolio
Dimensional U.S. Equity Market ETF	—	$394.64M	5,320,698	20.4%
Dimensional International Core Equity Market ETF	—	$151.24M	3,968,477	7.8%
Dimensional Short-Duration Fixed Income ETF	—	$119.13M	2,484,523	6.2%
Dimensional Core Fixed Income ETF	—	$114.94M	2,700,637	5.9%
Dimensional Emerging Core Equity Market ETF	—	$98.83M	3,034,490	5.1%
Dimensional U.S. Small Cap ETF	—	$94.42M	1,355,176	4.9%
Dimensional US Large Cap Value ETF	—	$93.88M	2,744,210	4.9%
Dimensional Ultrashort Fixed Income ETF	—	$65.10M	1,285,274	3.4%
NVIDIA Corp	—	$51.63M	276,812	2.7%
Vanguard Growth ETF	—	$48.07M	98,538	2.5%
Dimensional US Real Estate ETF	—	$43.72M	1,909,269	2.3%
Dimensional US High Profitability ETF	—	$41.64M	1,094,980	2.2%
Dimensional International Value ETF	—	$41.18M	825,294	2.1%
Apple Inc.	—	$35.65M	131,129	1.8%
Dimensional International Small Cap ETF	—	$34.15M	1,036,706	1.8%
Vanguard Total Stock Market ETF	—	$32.14M	95,865	1.7%
Dimensional US Marketwide Value ETF	—	$30.89M	663,011	1.6%
Dimensional US Small Cap Value ETF	—	$20.31M	617,486	1.0%
Dimensional U.S. Core Equity 2 ETF	—	$16.89M	426,588	0.9%
Microsoft Corp	—	$14.89M	30,791	0.8%
Vanguard Total International Stock ETF	—	$11.76M	155,937	0.6%
Broadcom Inc.	—	$11.52M	33,295	0.6%
Vanguard S&P 500 ETF	—	$10.03M	15,994	0.5%
Tesla Inc	—	$9.67M	21,510	0.5%
Vanguard Total Bond Market ETF	—	$9.54M	128,852	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.