Root Financial Partners, LLC: 13F holdings
CIK 19771812026Q2
| Positions | 407 |
|---|---|
| Reported value | $2.6bn |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFUS DIMENSIONAL U.S. EQUITY MARKET ETF | 5,198,745 | $426.0m | 16.6% |
| DIMENSIONAL U.S. SMALL CAP ETF | 2,329,592 | $191.8m | 7.5% |
| DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 4,528,406 | $186.8m | 7.3% |
| WSBC DIMENSIONAL US LARGE CAP VALUE ETF | 4,713,950 | $186.4m | 7.2% |
| DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 3,637,085 | $173.7m | 6.7% |
| DFCF DIMENSIONAL CORE FIXED INCOME ETF | 3,833,356 | $161.8m | 6.3% |
| DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 3,080,099 | $123.9m | 4.8% |
| DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 1,866,250 | $94.8m | 3.7% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | 1,893,297 | $79.0m | 3.1% |
| DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | 1,179,895 | $63.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1977181")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.