Root Financial Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Encinitas, CA
CIK
0001977181
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 152 625,062 DFUS, DFAI, DFUV, DFAE 13F-HR 10/31/2024 000108514624005281
Q2 2024 113 427,202 DFUS, DFAI, DFUV, DFAE 13F-HR 8/5/2024 000108514624003473
Q1 2024 96 337,197 DFUS, DFAI, DFUV, DFCF 13F-HR 4/24/2024 000108514624001981
Q4 2023 82 266,190 DFUS, DIMENSIONAL ETF TRUST, DFAI, DFAC 13F-HR 1/29/2024 000108514624000536
Q3 2023 68 188,837 DFUS, DFAI, DIMENSIONAL ETF TRUST, DFAC 13F-HR 10/19/2023 000108514623003823
Q2 2023 63 167,999 DFUS, DFAI, DIMENSIONAL ETF TRUST, DFAC 13F-HR 7/26/2023 000108514623002919
Q1 2023 62 140,192 DFAI, DFUS, DFAC, DIMENSIONAL ETF TRUST 13F-HR 5/11/2023 000108514623002267