Root Financial Partners, LLC Portfolio Holdings
Root Financial Partners, LLC
- $1.03 Trillion
- Q2 2025
Root Financial Partners, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Trillion distributed in 253 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 $207B, Dimensional ETF Tr with a value of $96.9B, Dimensional ETF Tr Short Durat with a value of $57.2B, Dimensional ETF Tr Core Fxd In with a value of $57.1B, and Dimensional ETF Tr with a value of $57.1B.
Examining the 13F form we can see an increase of $96.5B in the current position value, from $938B to 1.03T.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 253
- Current Value $1.03 Trillion
- Prior Value $938 Billion
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 58 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks