# Root Financial Partners, LLC 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 3463 long-equity positions.
> CIK 1977181. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $2.2B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | DFUS | Dimensional U.S. Equity Market ETF | $434.4M | 20.1% | Added |
| 2 | DFAI | Dimensional International Core Equity Market ETF | $162.3M | 7.5% | Added |
| 3 | DFSD | Dimensional Short-Duration Fixed Income ETF | $143.2M | 6.6% | Added |
| 4 | DFCF | Dimensional Core Fixed Income ETF | $137.1M | 6.3% | Added |
| 5 | DFAS | Dimensional U.S. Small Cap ETF | $112.8M | 5.2% | Added |
| 6 | DFLV | Dimensional US Large Cap Value ETF | $112.3M | 5.2% | Added |
| 7 | DFAE | Dimensional Emerging Core Equity Market ETF | $109.3M | 5.1% | Added |
| 8 | DUSB | Dimensional Ultrashort Fixed Income ETF | $76.8M | 3.6% | Added |
| 9 | VUG | Vanguard Growth ETF | $53.3M | 2.5% | Added |
| 10 | DFAR | Dimensional US Real Estate ETF | $50.1M | 2.3% | Added |

## Latest moves

Bought: CEF, BRK/A, DCOR
Sold: NVDA, DFUV, DFSV

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1977181/000197718126000002/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/root-financial-partners-llc-1977181
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._