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Root Financial Partners, LLC | Tormere

Root Financial Partners, LLC

Est. AUM

$2.15B

13F long equity, this entity only

Positions

3,447

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$434.4M	6125950	20.20%	SOLE
2	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$162.3M	4167029	7.55%	SOLE
3	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	ETF	$143.2M	2991136	6.66%	SOLE
4	DIMENSIONAL CORE FIXED INCOME ETF	ETF	$137.1M	3247685	6.38%	SOLE
5	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$112.8M	1586355	5.25%	SOLE
6	DIMENSIONAL US LARGE CAP VALUE ETF	ETF	$112.3M	3143873	5.22%	SOLE
7	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$109.3M	3229392	5.08%	SOLE
8	DIMENSIONAL ULTRASHORT FIXED INCOME ETF	ETF	$76.8M	1514370	3.57%	SOLE
9	VANGUARD GROWTH ETF	ETF	$53.3M	122023	2.48%	SOLE
10	DIMENSIONAL US REAL ESTATE ETF	ETF	$50.1M	2117477	2.33%	SOLE
11	DIMENSIONAL US HIGH PROFITABILITY ETF	ETF	$48.6M	1323440	2.26%	SOLE
12	DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$46.1M	872659	2.14%	SOLE
13	NVIDIA CORPORATION COM	Stock	$42.8M	245390	1.99%	SOLE
14	VANGUARD TOTAL STOCK MARKET ETF	ETF	$38.2M	119196	1.78%	SOLE
15	DIMENSIONAL INTERNATIONAL SMALL CAP ETF	ETF	$37.7M	1118643	1.75%	SOLE
16	APPLE INC COM	Stock	$33.9M	133545	1.58%	SOLE
17	DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$27.8M	573822	1.29%	SOLE
18	DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$18.3M	521248	0.85%	SOLE
19	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$17.1M	439940	0.79%	SOLE
20	VANGUARD TOTAL BOND MARKET ETF	ETF	$13.7M	185616	0.64%	SOLE
21	MICROSOFT CORP COM	Stock	$13.0M	35006	0.60%	SOLE
22	VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$11.8M	153329	0.55%	SOLE
23	VANGUARD S&P 500 ETF	ETF	$10.0M	16776	0.47%	SOLE
24	DIMENSIONAL US CORE EQUITY MARKET ETF	ETF	$9.9M	219760	0.46%	SOLE
25	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$9.6M	150469	0.45%	SOLE
26	BROADCOM INC COM	Stock	$9.6M	30982	0.45%	SOLE
27	ALPHABET INC CAP STK CL A	Stock	$8.4M	29227	0.39%	SOLE
28	TESLA INC COM	Stock	$7.8M	20894	0.36%	SOLE
29	AMAZON COM INC COM	Stock	$7.7M	37144	0.36%	SOLE
30	VANGUARD SHORT-TERM BOND ETF	ETF	$7.0M	88844	0.32%	SOLE
31	VANGUARD SMALL-CAP ETF	ETF	$6.8M	25834	0.31%	SOLE
32	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$6.7M	13885	0.31%	SOLE
33	VANGUARD VALUE ETF	ETF	$6.6M	33431	0.30%	SOLE
34	DIMENSIONAL EMERGING MARKETS VALUE ETF	ETF	$5.2M	146649	0.24%	SOLE
35	META PLATFORMS INC CL A	Stock	$5.1M	8847	0.24%	SOLE
36	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$4.9M	90779	0.23%	SOLE
37	INVESCO QQQ TRUST SERIES I	ETF	$4.8M	8355	0.22%	SOLE
38	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	ETF	$4.7M	114109	0.22%	SOLE
39	ALPHABET INC CAP STK CL C	Stock	$4.7M	16254	0.22%	SOLE
40	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	$3.8M	35327	0.17%	SOLE
41	DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	ETF	$3.7M	76596	0.17%	SOLE
42	DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF	ETF	$3.6M	72217	0.17%	SOLE
43	VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF	ETF	$3.6M	35913	0.17%	SOLE
44	CATERPILLAR INC COM	Stock	$3.5M	4963	0.16%	SOLE
45	VANGUARD ULTRA-SHORT BOND ETF	ETF	$3.3M	66733	0.15%	SOLE
46	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	ETF	$3.2M	91374	0.15%	SOLE
47	HOME DEPOT INC COM	Stock	$3.2M	9735	0.15%	SOLE
48	STATE STREET SPDR S&P 500 ETF	ETF	$2.9M	4481	0.14%	SOLE
49	VANGUARD REAL ESTATE ETF	ETF	$2.8M	31055	0.13%	SOLE
50	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	ETF	$2.6M	73833	0.12%	SOLE

1–50 of 3,447

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.