Root Financial Partners »

Tree shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree 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 Tree by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4k 103 42.88
2025-12-31 $531 10 53.10

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 Tree

BlackRock
Jennison Associates
Vanguard Group
Ameriprise Financial
Vanguard Capital Management
Punch & Associates Investment Management
Divisadero Street Capital Management
Millennium Management
Emerald Advisers
Jacobs Levy Equity Management
Geode Capital Management
Dimensional Fund Advisors
Renaissance Technologies
Mariner Wealth Advisors
Philadelphia Financial Management of San Francisco

View all funds holding Tree