Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROOT FINANCIAL PARTNERS LLC | 04-23-2024 | 03-31-2024 | 96 | 337,197,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 1 | $59,549,398 | 1,045,093 | 0.02 | 0.02 | 384,238 | 58.14 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2 | $43,573,788 | 1,441,886 | 0.01 | 0.01 | 422,479 | 41.44 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 3 | $24,229,326 | 592,404 | 0.01 | 0.01 | 263,082 | 79.89 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 4 | $23,748,963 | 566,125 | 0.01 | 0.01 | 175,795 | 45.04 | 03-31-2024 |
