CIK 1977181
Root Financial Partners, LLC
Institutional 13F holdings & portfolio
Holdings
2,431
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 5.3M | $1M+ | SH |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 4.0M | $1M+ | SH |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 2.5M | $1M+ | SH |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 2.7M | $1M+ | SH |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 3.0M | $1M+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 1.4M | $1M+ | SH |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 2.7M | $1M+ | SH |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 1.3M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 277K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 99K | $1M+ | SH |
| DFAR | DIMENSIONAL US REAL ESTATE ETF | 1.9M | $1M+ | SH |
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 1.1M | $1M+ | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 825K | $1M+ | SH |
| AAPL | APPLE INC COM | 131K | $1M+ | SH |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 1.0M | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 96K | $1M+ | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 663K | $1M+ | SH |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 617K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 427K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 31K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 156K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 33K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 16K | $1M+ | SH |
| TSLA | TESLA INC COM | 22K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 129K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 30K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 40K | $1M+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 84K | $1M+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 152K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 10K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 13K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 97K | $1M+ | SH |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | 178K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 20K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 8K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 26K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 14K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 12K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 23K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 70K | $1M+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 44K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 3K | $1M+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 30K | $1M+ | SH |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 64K | $1M+ | SH |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | 54K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 14K | $1M+ | SH |
| NFLX | NETFLIX INC. COM | 28K | $1M+ | SH |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | 25K | $1M+ | SH |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 73K | $1M+ | SH |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 56K | $1M+ | SH |