Root Financial Partners »

shares owned by Root Financial Partners

Quarter-by-quarter ownership of (CXDO) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in

Tip: Access up to 7 years of quarterly data

All positions including held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $450 73 6.16

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding

BlackRock
Vanguard Group
Vanguard Capital Management
Essex Investment Management
Royce & Associates
Bard Associates
Acadian Asset Management
Geode Capital Management
Creative Planning
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Sei Investments
Legato Capital Management
Susquehanna International
Renaissance Technologies

View all funds holding