13F filer

Root Financial Partners

As of Sep 30, 2026 Filed Oct 21, 2026 CIK 1977181 SEC filings ↗

13F Value

$2.98B

Positions

3,828

Top Position

DFUS15.4%

Top 5

41.9%

Latest filing changes

vs Jun 30, 2026

1 DFUS Dimensional U.S. Equity Market ETF +6.4%+$27.8M

2 SPCX Space Exploration Techn >999%+$24.3M

3 BSV Vanguard Short-Term Bond Index Fund — ETF Shares +261.2%+$22.1M

4 DFGP Dimensional Global Core Plus Fixed Income ETF +554.1%+$21.6M

5 DFLV Dimensional US Large Cap Value ETF +10.8%+$20.5M

Holdings3,828

#							Trend (4Q)
1	DFUS Dimensional U.S. Equity Market ETF	15.4%	$459.5M	+6.4%	5.53M	16.6%		ETF
2	DFLV Dimensional US Large Cap Value ETF	7.0%	$209.8M	+10.8%	5.22M	7.2%		ETF
3	DFAI Dimensional International Core Equity Market ETF	6.8%	$202.9M	+8.1%	4.90M	7.3%		ETF
4	DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT — ETF Dfa Invt Dimensions Group INC U.S. Sml Cp Port — ETF	6.8%	$202.2M	NEW	2.61M	—		ETF
5	DFSD Dimensional Short-Duration Fixed Income ETF	5.8%	$173.9M	+2.9%	3.74M	6.7%		ETF
6	DFCF Dimensional Core Fixed Income ETF	5.3%	$158.7M	+3.2%	3.96M	6.3%		ETF
7	DFAE Dimensional Emerging Core Equity Market ETF	4.4%	$131.2M	+8.3%	3.34M	4.8%		ETF
8	DUSB Dimensional Ultrashort Fixed Income ETF	3.5%	$105.8M	+12.3%	2.10M	3.7%		ETF
9	DFA INVT DIMENSIONS GROUP IN — U.S. HIGH RELATI Dfa Invt Dimensions Group in — U.S. High Relati	3.0%	$88.0M	NEW	2.10M	—		Equity
10	DFIV Dimensional International Value ETF	2.4%	$72.4M	+9.8%	1.30M	2.5%		ETF
11	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	2.3%	$68.5M	+4.8%	760.3K	2.4%	—	ETF
12	DFIS Dimensional International Small Cap ETF	2.2%	$65.4M	+10.4%	1.81M	2.2%		ETF
13	DFA INVT DIMENSIONS GROUP IN — REAL ESTATE SECU Dfa Invt Dimensions Group in — Real Estate Secu	2.1%	$62.7M	NEW	2.60M	—		Equity
14	NVDA NVIDIA	2.1%	$62.2M	+16.0%	272.4K	1.8%		Common Stock
15	DFEV Dimensional Emerging Markets Value ETF	2.1%	$62.1M	+15.5%	1.46M	2.1%		ETF
16	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.6%	$47.1M	+3.0%	125.8K	1.8%		ETF
17	AAPL Apple	1.5%	$44.4M	+5.7%	133.3K	1.4%		Common Stock
18	BSV Vanguard Short-Term Bond Index Fund — ETF Shares	1.0%	$30.5M	+261.2%	399.6K	0.3%		ETF
19	DFGP Dimensional Global Core Plus Fixed Income ETF	0.9%	$25.5M	+554.1%	491.6K	0.2%		ETF
20	SPCX Space Exploration Techn	0.8%	$24.8M	>999%	164.5K	<0.1%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing17

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.