Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Root Financial Partners, LLC (CIK 1977181) reported $2.16B across 3,416 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($434.4M, 20.09%), DFAI ($162.3M, 7.51%), DFSD ($143.2M, 6.62%), DFCF ($137.1M, 6.34%), DFAS ($112.8M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $434.4M | 20.09% | 6.1M | Added |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $162.3M | 7.51% | 4.2M | Added |
| 3 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $143.2M | 6.62% | 3.0M | Added |
| 4 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $137.1M | 6.34% | 3.2M | Added |
| 5 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $112.8M | 5.22% | 1.6M | Added |
| 6 | DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $112.3M | 5.19% | 3.1M | Added |
| 7 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $109.3M | 5.06% | 3.2M | Added |
| 8 | DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $76.8M | 3.55% | 1.5M | Added |
| 9 | VUG | VANGUARD GROWTH ETF | $53.3M | 2.46% | 122,023 | Added |
| 10 | DFAR | DIMENSIONAL US REAL ESTATE ETF | $50.1M | 2.32% | 2.1M | Added |
| 11 | DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | $48.6M | 2.25% | 1.3M | Added |
| 12 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $46.1M | 2.13% | 872,659 | Added |
| 13 | NVDA | NVIDIA CORPORATION COM | $42.8M | 1.98% | 245,390 | Trimmed |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $38.2M | 1.77% | 119,196 | Added |
| 15 | DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $37.7M | 1.74% | 1.1M | Added |
| 16 | AAPL | APPLE INC COM | $33.9M | 1.57% | 133,545 | Added |
| 17 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $27.8M | 1.29% | 573,822 | Trimmed |
| 18 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $18.3M | 0.84% | 521,248 | Trimmed |
| 19 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $17.1M | 0.79% | 439,940 | Added |
| 20 | BND | VANGUARD TOTAL BOND MARKET ETF | $13.7M | 0.63% | 185,616 | Added |
| 21 | MSFT | MICROSOFT CORP COM | $13.0M | 0.60% | 35,006 | Added |
| 22 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $11.8M | 0.55% | 153,329 | Trimmed |
| 23 | VOO | VANGUARD S&P 500 ETF | $10.0M | 0.46% | 16,776 | Added |
| 24 | DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $9.9M | 0.46% | 219,760 | Added |
| 25 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $9.6M | 0.45% | 150,469 | Added |
Source: SEC Form 13F filings · as of 2026-03-31