$140 Million is the total value of Root Financial Partners, LLC's 62 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 16.3% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 14.6% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 13.0% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 8.3% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 7.1% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 5.9% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 4.3% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 3.2% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 2.7% |
DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 2.6% |
View Root Financial Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-12 |
View Root Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.