RF

Root Financial Partners, LLC

13F
Root Financial Partners, LLC
Last update 2024-11-01 151 Stocks (44 new)
Value $625.00 Mil Turnover 28 %
Countries:
Top Holdings: DFUS(18.12%)DFAI(12.33%)DFUV(7.68%)DFAE(6.44%)DFCF(5.85%)
Portfolio Report
Summary Stock Picks Current Portfolio
Root Financial Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUS 		Dimensional U.S. Equity Market ETF
1,821,303
113285.020
+37.36%
18.120
+4.93%
1.000
+11.81%
+20.90%
11497.176
 
DFAI 		Dimensional International Core Equity Market ETF
2,425,472
77081.510
+33.10%
12.330
+3.07%
1.030
+6.66%
+6.84%
7218.543
 
DFUV 		Dimensional US Marketwide Value ETF
1,151,367
48000.470
+42.58%
7.680
+2.29%
0.420
+8.70%
+12.47%
11359.933
 
DFAE 		Dimensional Emerging Core Equity Market ETF
1,469,146
40269.300
+31.95%
6.440
+1.56%
0.810
+10.26%
+11.86%
4911.245
 
DFCF 		Dimensional Core Fixed Income ETF
846,867
36576.190
+25.28%
5.850
+1.18%
0.630
-1.68%
-0.80%
5747.497
 
DFSV 		Dimensional US Small Cap Value ETF
1,133,699
34917.920
+42.40%
5.590
+1.66%
0.890
+8.35%
+6.46%
3940.100
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
806,952
27670.390
+8.10%
4.430
+0.33%
0.090
+11.24%
+18.17%
31821.322
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
565,845
27013.460
+49.77%
4.320
+1.44%
0.760
-0.34%
+0.60%
3568.029
 
DFAR 		Dimensional US Real Estate ETF
749,134
19207.780
+36.80%
3.070
+0.83%
1.550
+7.38%
+10.07%
1210.203
 
DFIV 		Dimensional International Value ETF
467,443
17800.220
+40.09%
2.850
+0.82%
0.220
+7.53%
+8.50%
8013.145
 

Root Financial Partners, LLC's Historical Top Holdings Breakdowns

Root Financial Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS 		Dimensional U.S. Equity Market ETF2024-09-30Add
+4.93%
●
56.04 ($59.87) 62.2
$62.66
4.66%
Add 37.36%
1,821,303
495,412
DFAI 		Dimensional International Core Equity Market ETF2024-09-30Add
+3.07%
●
28.69 ($30.6) 32.06
$30.60
0%
Add 33.1%
2,425,472
603,208
DFUV 		Dimensional US Marketwide Value ETF2024-09-30Add
+2.29%
●
38.51 ($40.41) 41.69
$41.86
3.59%
Add 42.58%
1,151,367
343,855
DFSV 		Dimensional US Small Cap Value ETF2024-09-30Add
+1.66%
●
28.25 ($29.97) 31.7
$31.00
3.44%
Add 42.4%
1,133,699
337,550
DFAE 		Dimensional Emerging Core Equity Market ETF2024-09-30Add
+1.56%
●
24.46 ($26.08) 27.8
$26.97
3.41%
Add 31.95%
1,469,146
355,742
DFSD 		Dimensional Short-Duration Fixed Income ETF2024-09-30Add
+1.44%
●
47 ($47.46) 47.84
$47.29
-0.36%
Add 49.77%
565,845
188,043
DFCF 		Dimensional Core Fixed Income ETF2024-09-30Add
+1.18%
●
41.34 ($42.63) 43.55
$42.06
-1.34%
Add 25.28%
846,867
170,894
BRK.B 		Berkshire Hathaway Inc2024-09-30New Buy
+0.88%
●
405.19 ($442.18) 478.57
$445.06
0.65%
New holding
11,938
11,938
DFAR 		Dimensional US Real Estate ETF2024-09-30Add
+0.83%
●
21.91 ($24.21) 26.03
$25.03
3.39%
Add 36.8%
749,134
201,518
DFIV 		Dimensional International Value ETF2024-09-30Add
+0.82%
●
34.66 ($36.99) 38.38
$37.28
0.78%
Add 40.09%
467,443
133,765

Root Financial Partners, LLC Total Holding History ($B)

To

Root Financial Partners, LLC's Asset Allocation

To

Root Financial Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Root Financial Partners, LLC's Hypothetical Growth since 2024-09-30

Root Financial Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Root Financial Partners, LLC's Holdings Heat Map

Size field:

Root Financial Partners, LLC's Holdings Bubble Chart

Root Financial Partners, LLC News

  • 1

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