Root Financial Partners, LLC
CIK 1977181
13F filing for Q2 2026・No. 1,413
- Holdings
- US$2.57B
- Quarter change
- +US$411.59M
- Entries
- 410
- Net bought (estimate)
- +US$183.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 3,065
- Cut 123
- Added 255
- Corporate actions 2
- Unchanged 20
Largest holdings
407 stocks worth US$2.57B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL U.S. EQUITY MARKET ETFETF | Cut | 5,198,745 | US$425.99M | 16.55% |
| DIMENSIONAL U.S. SMALL CAP ETFETF | Added | 2,329,592 | US$191.82M | 7.45% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFETF | Added | 4,528,406 | US$186.8M | 7.26% |
| DIMENSIONAL US LARGE CAP VALUE ETFETF | Added | 4,713,950 | US$186.39M | 7.24% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETFETF | Added | 3,637,085 | US$173.67M | 6.75% |
| DIMENSIONAL CORE FIXED INCOME ETFETF | Added | 3,833,356 | US$161.81M | 6.29% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETFETF | Cut | 3,080,099 | US$123.85M | 4.81% |
| DIMENSIONAL ULTRASHORT FIXED INCOME ETFETF | Added | 1,866,250 | US$94.77M | 3.68% |
| DIMENSIONAL US HIGH PROFITABILITY ETFETF | Added | 1,893,297 | US$79.01M | 3.07% |
| DIMENSIONAL INTERNATIONAL VALUE ETFETF | Added | 1,179,895 | US$63.74M | 2.48% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.