Root Financial Partners, LLC
CIK 1977181 · Holdings on Dec 31, 2023 · First reported Jan 30, 2024
Top ten holdings
Q4 2023- DFUS16.87%
- DFAI13.42%
- DFCF8.48%
- DFAC8.29%
- DFAE6.79%
- DFUV6.40%
- DFSV4.98%
- DFSD3.07%
- DFAR2.90%
- DFIV2.67%
Share classes counted separately73.87%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY ETF View history and evidence | $44.92M | 16.87% | 866.59K shares | — | ↗▾ | |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $35.72M | 13.42% | 1.25M shares | — | ↗▾ | |
| 03 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $22.58M | 8.48% | 532.56K shares | — | ↗▾ | |
| 04 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $22.08M | 8.29% | 755.40K shares | — | ↗▾ | |
| 05 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $18.06M | 6.79% | 749.19K shares | — | ↗▾ | |
| 06 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $17.03M | 6.40% | 457.62K shares | — | ↗▾ | |
| 07 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $13.25M | 4.98% | 455.09K shares | — | ↗▾ | |
| 08 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $8.17M | 3.07% | 173.76K shares | — | ↗▾ | |
| 09 | DFARDIMENSIONAL US REAL EST ETFUS REAL ESTATE E View history and evidence | $7.72M | 2.90% | 339.36K shares | — | ↗▾ | |
| 10 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $7.11M | 2.67% | 206.90K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ARCC ARES CAPITAL CORP | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1977181 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 30, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 266190526
}Research all 82 reported holdings.
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