Root Financial Partners, LLC Portfolio Holdings
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
Root Financial Partners, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $337 Billion distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $59.5B, Dimensional ETF Tr with a value of $43.6B, Dimensional ETF Tr Us Marketwi with a value of $24.2B, Dimensional ETF Tr Core Fxd In with a value of $23.7B, and Dimensional ETF Tr U S Core Eq with a value of $23.1B.
Examining the 13F form we can see an increase of $71B in the current position value, from $266B to 337B.
Root Financial Partners, LLC is based out at Solana Beach, CA
Below you can find more details about Root Financial Partners, LLC portfolio as well as his latest detailed transactions.