account_balance

Investment manager · 13F filer · SEC CIK 1977181

Root Financial Partners, LLC

Reported value$2.97Bas of Sep 30, 2026

Positions3,827 3,428 new, 8 sold out

Top 10 weight60.8%DFUS alone is 15%

FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFUSDimensional U.S. Equity Market ETF

15.5%Added +6%

DFLVDimensional US Large Cap Value ETF

7.1%Added +11%

DFAIDimensional International Core Equity Market ETF

6.8%Added +8%

DFASU.S. Small Cap Portfolio ETF

6.8%Added +12%

DFSDDimensional Short-Duration Fixed Income ETF

5.9%Added +3%

DFCFDimensional Core Fixed Income ETF

5.3%Added +3%

DFAEDimensional Emerging Core Equity Market ETF

4.4%Added +8%

DUSBDimensional Ultrashort Fixed Income ETF

3.6%Added +12%

DUHPU.S. High Relative Profitability Portfolio: ETF Class Shares

3.0%+11%

DFIVDimensional International Value ETF

2.4%

VUGVanguard Morningstar Growth ETF

2.3%+5%

DFISDimensional International Small Cap ETF

2.2%+10%

DFUSDimensional U.S. Equity Market ETF

15.5%Added +6%

DFLVDimensional US Large Cap Value ETF

7.1%

DFAIDimensional International Core Equity Market ETF

6.8%

DFASU.S. Small Cap Portfolio ETF

6.8%

DFSDDimensional Short-Duration Fixed Income ETF

5.9%+3%

DFCFDimensional Core Fixed Income ETF

5.3%

DFAEDimensional Emerging Core Equity Market ETF

4.4%

DUSB3.6%

DUHP

DFIV

VUG2.3%

DFIS

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DFUS Dimensional U.S. Equity Market ETF 15.5% Added +6%

DFLV Dimensional US Large Cap Value ETF 7.1% Added +11%

DFAI Dimensional International Core Equity Market ETF 6.8% Added +8%

DFAS U.S. Small Cap Portfolio ETF 6.8% Added +12%

DFSD Dimensional Short-Duration Fixed Income ETF 5.9% Added +3%

DFCF Dimensional Core Fixed Income ETF 5.3% Added +3%

DFAE Dimensional Emerging Core Equity Market ETF 4.4% Added +8%

DUSB Dimensional Ultrashort Fixed Income ETF 3.6% Added +12%

DUHP U.S. High Relative Profitability Portfolio: ETF Class Shares 3.0% Added +11%

DFIV Dimensional International Value ETF 2.4% Added +10%

VUG Vanguard Morningstar Growth ETF 2.3% Added +5%

DFIS Dimensional International Small Cap ETF 2.2% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 29, 2026 filing

add_circleNew

SUSB $3M
SCHV $1.8M
RECS $1.77M
LIF $1.53M

arrow_upwardAdded

SPCX +4875%
DFGP +554%
BSV +261%
GOOG +60%

arrow_downwardTrimmed

VXUS −27%
DFUV −10%
DFAC −5%

remove_circleSold out

PULS $3.02M
FTMA $2.04M
EVSM $1.89M
BOXX $969K

Root Financial Partners, LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email