Root Financial Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$102M |
| 2 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$34.5M |
| 3 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$32M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$29.8M |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$29.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
LIF
Life360
LIF
|
+$2.59M |
| 2 |
Alibaba
BABA
|
+$1.38M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.3M |
| 4 |
Home Depot
HD
|
+$1.04M |
| 5 |
Schwab Municipal Bond ETF
SCMB
|
+$544K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.67% |
| 2 | Financials | 1.76% |
| 3 | Consumer Discretionary | 1.49% |
| 4 | Communication Services | 1.41% |
| 5 | Industrials | 1.11% |
Similar funds
Root Financial Partners's Q3 2025 Portfolio in Review
As of Q3 2025, Root Financial Partners held 2,300 positions worth $1.62B, up 57% from $1.03B the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Root Financial Partners deployed $505M of net new capital in Q3 2025, opening 2,043 new positions and adding to 174 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap Value ETF: 3,786 shares worth $661K.
By sector, the portfolio is most concentrated in Technology at 6.7% of assets, up from 6% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Alibaba, an estimated $1.38M trimmed.
- Root Financial Partners's largest Q3 2025 buy was Vanguard Morningstar Mid-Cap Value ETF: 3,786 shares worth $661K.
- Root Financial Partners added most to Dimensional US Equity ETF in Q3 2025, an estimated $102M increase.
- Root Financial Partners's biggest Q3 2025 reduction was Alibaba, cutting an estimated $1.38M.
- Root Financial Partners fully exited Life360 in Q3 2025, selling an estimated $2.59M.
- Root Financial Partners's ten largest holdings make up 61% of its $1.62B portfolio in Q3 2025.
- Root Financial Partners opened 2,043 new positions and closed 4 in Q3 2025.
- Root Financial Partners's portfolio value rose 57% quarter-over-quarter to $1.62B.
Based on Root Financial Partners's 13F filing for Q3 2025, filed 29 Oct 2025.