Root Financial Partners, LLC - Q42025 Holdings

Root Financial Partners, LLC holds 2429 stocks with a total portfolio value of $ 1.96B as of Q42025. In Q42025, Root Financial Partners, LLC added 249 new positions, increased stakes in 1224 stocks, reduced 633 holdings, and fully exited 114 positions. The largest holding is Dimensional U.S. Equity Market Etf (DFUS), representing 20.17% of the total portfolio.