Root Financial Partners, LLC: summary

Root Financial Partners, LLC reported 3,828 positions with a reported value of $2.98B in its 13F for Q3 2026. Compared with Q2 2026: 3,435 new positions, 17 exited.

Top positions

• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DFA INVT DIMENSIONS GROUP IN
• DIMENSIONAL INTERNATIONAL VALUE ETF