Root Financial Partners, LLC — 13F holdings

Root Financial Partners, LLC reported 3,829 holdings worth $2.98B in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $459M (15.4%)
  2. DFLV DIMENSIONAL ETF TRUST — $210M (7.0%)
  3. DFAI DIMENSIONAL ETF TRUST — $203M (6.8%)
  4. DFAS DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT — $202M (6.8%)
  5. DFSD DIMENSIONAL ETF TRUST — $174M (5.8%)
  6. DFCF DIMENSIONAL ETF TRUST — $159M (5.3%)
  7. DFAE DIMENSIONAL ETF TRUST — $131M (4.4%)
  8. DUSB DIMENSNL ULTRASHRT FIXED — $106M (3.5%)
  9. DUHP DFA INVT DIMENSIONS GROUP IN — $88.0M (3.0%)
  10. DFIV DIMENSIONAL ETF TRUST — $72.4M (2.4%)