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Sofi Select 500 Etf shares owned by Root Financial Partners

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Sofi Select 500 Etf held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Select 500 Etf by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $43k 327 132.00

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 Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Nvidia Corporation Stock (NVDA)
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)
Apple Stock (AAPL)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
LPL Financial
Citadel Advisors
Gts Securities
Royal Bank of Canada
Teamwork Financial Advisors
Nova Wealth Management
Susquehanna International
Mustico Financial Group
Northwestern Mutual Wealth Management Company
Wedbush Morgan Securities
Toroso Investments
Centric Wealth Management
Concurrent Investment Advisors

View all funds holding Sofi Select 500 Etf