RF

Root Financial Partners, LLC

13F
Root Financial Partners, LLC
Last update 2025-04-25 209 Stocks (18 new)
Value $938.00 Mil Turnover 18 %
Countries:
Top Holdings: DFUS(18.67%)DFAI(10.99%)DFUV(5.98%)DFAE(5.74%)DFCF(5.53%)
Summary Stock Picks Current Portfolio
Root Financial Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUS
Dimensional U.S. Equity Market ETF
2,893,839
175,121.3
+24.91%
18.670
+3.72%
1.290
+16.59%
+8.47%
15,964.3
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
3,302,605
103,115.1
+5.85%
10.990
+0.61%
1.140
+11.57%
+22.61%
10,836.7
 
DFUV
Dimensional US Marketwide Value ETF
1,360,879
56,095.6
-10.41%
5.980
-0.80%
0.500
+10.83%
+6.82%
11,858.5
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2,078,756
53,815.2
+14.17%
5.740
+0.71%
1.030
+16.03%
+18.66%
6,296.7
 
DFCF
Dimensional Core Fixed Income ETF
1,233,190
51,866.8
+16.40%
5.530
+0.78%
0.790
+1.86%
+3.89%
7,120.9
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
1,085,893
51,601.3
+34.18%
5.500
+1.40%
1.170
+1.69%
+3.86%
4,891.3
 
DFSV
Dimensional US Small Cap Value ETF
1,297,883
36,579.0
-11.97%
3.900
-0.67%
0.850
+15.66%
+0.46%
4,944.2
 
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
530,007
26,887.3
+36.13%
2.870
+0.76%
2.320
+1.19%
+2.56%
1,376.8
 
DFAR
Dimensional US Real Estate ETF
1,110,962
26,406.0
+14.49%
2.810
+0.36%
2.010
+5.29%
+3.78%
1,391.4
 
DFIV
Dimensional International Value ETF
658,210
25,893.8
+7.04%
2.760
+0.18%
0.270
+13.45%
+27.52%
12,578.8
 

Root Financial Partners, LLC's Historical Top Holdings Breakdowns

Root Financial Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+3.72%
●
59.61 ($63.9) 66.74
$68.81
7.68%
Add 24.91%
2,893,839
577,114
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
New Buy
New Buy
+1.56%
●
29.56 ($30.89) 31.77
$31.87
3.17%
New holding
478,614
478,614
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+1.56%
●
58.81 ($64.31) 68.2
$65.69
2.15%
Add 1793.65%
259,222
245,533
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+1.40%
●
46.74 ($47.22) 47.57
$47.86
1.36%
Add 34.18%
1,085,893
276,591
DFUV
Dimensional US Marketwide Value ETF
2025-03-31
Reduce
Reduce
-0.80%
●
39.96 ($41.98) 43.23
$43.33
3.22%
Reduce -10.41%
1,360,879
-158,054
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.78%
●
40.79 ($41.67) 42.32
$41.90
0.55%
Add 16.4%
1,233,190
173,782
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-03-31
Add
Add
+0.76%
●
50.58 ($50.73) 50.87
$50.71
-0.04%
Add 36.13%
530,007
140,661
BRK.B
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.71%
●
442.66 ($486.15) 534.52
$480.60
-1.14%
New holding
12,430
12,430
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.71%
●
24.64 ($25.96) 26.86
$29.80
14.79%
Add 14.17%
2,078,756
257,941
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.70%
●
32.57 ($34.36) 35.83
$36.45
6.08%
Add 1352.8%
212,007
197,414

Root Financial Partners, LLC Total Holding History ($B)

To

Root Financial Partners, LLC's Asset Allocation

To

Root Financial Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Root Financial Partners, LLC's Hypothetical Growth since 2025-03-31

Root Financial Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Root Financial Partners, LLC's Holdings Heat Map

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Root Financial Partners, LLC's Holdings Bubble Chart

Root Financial Partners, LLC News

  • 1

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