Root Financial Partners, LLC
•CIK: 1977181•Filing: Q4 2025
Root Financial Partners, LLC manages $1.9B across a diverse portfolio of 2,429 positions. The firm maintains significant concentration in its top holdings, notably allocating $394.6M to DFUS and $151.2M to DFAI. Further substantial positions include $119.1M in DFSD and $114.9M in DFCF, indicating a focused, high-conviction approach. This structure suggests deep, quantitative research underpinning its systematic allocation strategy.
Total AUM
$1.9B
+ $21.5M in options
QoQ Performance
+16.1%
Positions
2,428
+ 1 option
Top 10 Concentration
67.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUS
DFAI
DFSD
DFCF
DFAE
DFUS20.7%
DFAI7.9%
DFSD6.3%
DFCF6.0%
DFAE5.2%
DFAS5.0%
DFLV4.9%
DUSB3.4%
📈 Biggest Buys
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+16.6%
20.7% of portfolio
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+33.7%
6.3% of portfolio
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+44.6%
4.9% of portfolio
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+31.4%
6.0% of portfolio
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+39.1%
5.0% of portfolio
📉 Biggest Sells
Sector Breakdown
Other89.4%
Technology6.2%
Consumer1.5%
Financial0.9%
ETF0.8%
Healthcare0.5%
Industrial0.3%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+2089 more exited positions
Changes from Q3 2025
NEW1 new position
↑133 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023