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Daniel Degheri

@Root Financial Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$625.062MTotal holdings152
Assets growth rate46.32%Assets growth rate (2-Q avg)36.51%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Root Financial Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Root Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 625.062M in assets, with a quarterly growth rate of 46.32% and a 2-quarter average growth rate of 36.51%. The portfolio is managed by Daniel Degheri, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.55%
0.43%
$2.638M
13,132 shares@ $200.85 avg price
DFIPDimensional Etf Trust
Recent Activity
Decreased -18.61%
0.33%
$2.025M
47,905 shares@ $42.29 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -9.9%
0.32%
$1.965M
26,165 shares@ $75.11 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -4.55%
0.28%
$1.718M
29,016 shares@ $59.21 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.98%
0.27%
$1.655M
9,239 shares@ $179.17 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -6.23%
0.25%
$1.536M
42,227 shares@ $36.38 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -2.57%
0.18%
$1.069M
16,489 shares@ $64.86 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -2.77%
0.17%
$1.044M
18,764 shares@ $55.64 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -18.25%
0.14%
$861,159
37,167 shares@ $23.17 avg price
DFEMDimensional Etf Trust
Recent Activity
Decreased -0.02%
0.14%
$860,630
30,573 shares@ $28.16 avg price