Root Financial Partners, LLC
Annual return '25
+3.5%
SPY '25
+17.7%
Alpha
-14.2ptsvs SPY
Invested
$2.2B
Holdings
3,458
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
Q1 2025: Increased +24.9% (2.32M → 2.89M shares)
20.1%
02
$DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
Q1 2025: Increased +5.8% (3.12M → 3.30M shares)
7.5%
03
$DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
Q1 2025: Increased +34.2% (809.3k → 1.09M shares)
6.6%
04
$DFCF
DIMENSIONAL CORE FIXED INCOME ETF
Q1 2025: Increased +16.4% (1.06M → 1.23M shares)
6.3%
05
$DFAS
DIMENSIONAL U.S. SMALL CAP ETF
Q1 2025: Increased +1793.7% (13.7k → 259.2k shares)
5.2%
06
$DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
Q1 2025: New position (478.6k shares)
5.2%
07
$DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
Q1 2025: Increased +14.2% (1.82M → 2.08M shares)
5.1%
08
$DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
Q1 2025: Increased +36.1% (389.3k → 530.0k shares)
3.6%
09
$VUG
VANGUARD GROWTH ETF
Q1 2025: Increased +172.3% (9.8k → 26.6k shares)
2.5%
10
$DFAR
DIMENSIONAL US REAL ESTATE ETF
Q1 2025: Increased +14.5% (970.4k → 1.11M shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.