StockDriftsStockDriftsTop 50 Root Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 20.09% | 6.13M | $434.4M | +15.13%(+805.25K) | $63.91(+26.29%) | 2026-03-31 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 7.51% | 4.17M | $162.3M | +5.00%(+198.55K) | $31.25(+33.27%) | 2026-03-31 | |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 6.62% | 2.99M | $143.2M | +20.39%(+506.61K) | $47.69(+0.42%) | 2026-03-31 | |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 6.34% | 3.25M | $137.1M | +20.26%(+547.05K) | $42.28(-0.09%) | 2026-03-31 | |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 5.22% | 1.59M | $112.8M | +17.06%(+231.18K) | $65.91(+16.06%) | 2026-03-31 | |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 5.19% | 3.14M | $112.3M | +14.56%(+399.66K) | $32.31(+18.48%) | 2026-03-31 | |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 5.06% | 3.23M | $109.3M | +6.42%(+194.90K) | $27.26(+45.80%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 3.55% | 1.51M | $76.8M | +17.82%(+229.10K) | $50.70(+0.29%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 2.46% | 122.0K | $53.3M | +23.83%(+23.48K) | $73.28(+19.42%) | 2026-03-31 | |
| DFAR | DIMENSIONAL US REAL ESTATE ETF | 2.32% | 2.12M | $50.1M | +10.91%(+208.21K) | $23.16(+11.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.44% | +38.40% |
| Top 20 Holdings Unweighted | +11.08% | +37.06% |
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