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Alexandra Stickelman

Root Financial Partners, Llc

Assets Managed
$2.162B
Holdings
3466
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
10.5%(2Q avg: 15.55%)
Sustained Growth
12 quarters

Portfolio positions

This chart displays the top 10 holdings in Root Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3466 positions.

Assets under management

The assets under management (AUM) of Root Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.162B in assets, with a quarterly growth rate of 10.5% and a 2-quarter average growth rate of 15.55%. The portfolio is managed by Alexandra Stickelman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 15.14%
20.09%
$434.391M
6.126M shares@ $70.91 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 5.01%
7.51%
$162.347M
4.167M shares@ $38.97 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 20.4%
6.63%
$143.216M
2.991M shares@ $47.88 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 20.26%
6.35%
$137.117M
3.248M shares@ $42.22 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 17.06%
5.22%
$112.837M
1.586M shares@ $71.14 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 14.57%
5.2%
$112.268M
3.144M shares@ $35.71 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 6.43%
5.06%
$109.347M
3.229M shares@ $33.87 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 17.83%
3.56%
$76.794M
1.514M shares@ $50.71 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 23.84%
2.47%
$53.298M
122,023 shares@ $436.79 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 10.91%
2.32%
$50.078M
2.117M shares@ $23.65 avg price

1-10 of 3466