Root Financial Partners, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $625 Billion distributed in 152 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 $113B, Dimensional ETF Tr with a value of $77.1B, Dimensional ETF Tr Us Marketwi with a value of $48B, Dimensional ETF Tr with a value of $40.3B, and Dimensional ETF Tr Core Fxd In with a value of $36.6B.
Examining the 13F form we can see an increase of $198B in the current position value, from $427B to 625B.
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.
Portfolio value
$625 Billion
ETFs: $546 Billion
Technology: $27.2 Billion
Financial Services: $8.61 Billion
Consumer Cyclical: $7.81 Billion
Healthcare: $7.11 Billion
Communication Services: $7.09 Billion
Consumer Defensive: $2.13 Billion
Energy: $2.11 Billion
Other: $2.2 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
