StockDriftsStockDriftsTop 50 Root Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 15.48% | 5.53M | $459.5M | +6.44%(+334.89K) | $65.04(+27.82%) | 2026-09-30 | |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 7.07% | 5.22M | $209.8M | +10.80%(+509.19K) | $34.55(+20.86%) | 2026-09-30 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 6.84% | 4.90M | $202.9M | +8.13%(+368.00K) | $32.62(+26.96%) | 2026-09-30 | |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 5.86% | 3.74M | $173.9M | +2.90%(+105.31K) | $47.68(-1.89%) | 2026-09-30 | |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 5.35% | 3.96M | $158.7M | +3.19%(+122.25K) | $42.22(-3.47%) | 2026-09-30 | |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 4.42% | 3.34M | $131.2M | +8.33%(+256.43K) | $28.22(+29.50%) | 2026-09-30 | |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 3.57% | 2.10M | $105.8M | +12.30%(+229.53K) | $50.69(-0.22%) | 2026-09-30 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 2.44% | 1.30M | $72.4M | +9.78%(+115.42K) | $43.54(+28.93%) | 2026-09-30 | |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | 2.31% | 760.3K | $68.5M | +4.79%(+34.78K) | $73.96(+20.67%) | 2026-09-30 | |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 2.2% | 1.81M | $65.4M | +10.43%(+170.61K) | $30.25(+17.67%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.03% | +52.20% | — | — | +52.89% |
| Top 20 Holdings Unweighted | +15.40% | +53.68% | — | — | +55.40% |
Root Financial Partners LLC reports $2.98B in US-listed equity holdings across 3,827 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (15.5%), DFLV (7.1%) and DFAI (6.8%). The top 20 holdings account for 67.01% of reported assets. Its disclosed equity book has returned +52.20% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Root Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977181). View Root Financial Partners LLC’s 13F filings on SEC