§ 13F · FUND PROFILE
Root Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1034.7T (13F)Positions · 253Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 5.32M | $394.6T | 20.2% | +17% |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 3.97M | $151.2T | 7.7% | +5% |
| 3 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 2.48M | $119.1T | 6.1% | +34% |
| 4 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 2.70M | $114.9T | 5.9% | +31% |
| 5 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 3.03M | $98.8T | 5.1% | +11% |
| 6 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 1.36M | $94.4T | 4.8% | +39% |
| 7 | DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 2.74M | $93.9T | 4.8% | +45% |
| 8 | DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 1.29M | $65.1T | 3.3% | +34% |
| 9 | NVDA | NVIDIA CORPORATION COM | 277K | $51.6T | 2.6% | +42% |
| 10 | VUG | VANGUARD GROWTH ETF | 99K | $48.1T | 2.5% | +32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROOT SIGNAL
AC read
Root Financial Partners, LLC is a Other fund managing $1034692.5 trillion in assets. The fund runs a broad portfolio of 253 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed