$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 | 6 | Q2 2024 | 18.3% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 14.6% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 13.0% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 8.5% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 7.1% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 7.4% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 5.4% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 4.2% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 2.9% |
| DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 2.8% |
View Root Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-05 |
| 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.