Root Financial Partners, LLC Portfolio Holdings
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
Root Financial Partners, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $938 Billion distributed in 210 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 $175B, Dimensional ETF Tr with a value of $103B, Dimensional ETF Tr Us Marketwi with a value of $56.1B, Dimensional ETF Tr with a value of $53.8B, and Dimensional ETF Tr Core Fxd In with a value of $51.9B.
Examining the 13F form we can see an increase of $132B in the current position value, from $807B to 938B.
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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 210
- Current Value $938 Billion
- Prior Value $807 Billion
- Filing
- Period Q1 2025
- Filing Date April 24, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 69 stocks