Root Financial Partners, LLC - Q12026 Holdings

Root Financial Partners, LLC holds 3462 stocks with a total portfolio value of $ 2.16B as of Q12026. In Q12026, Root Financial Partners, LLC added 1129 new positions, increased stakes in 1478 stocks, reduced 550 holdings, and fully exited 93 positions. The largest holding is Dimensional U.S. Equity Market Etf (DFUS), representing 20.09% of the total portfolio.