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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
DFUSDimensional Etf Trust
Recent Activity
Increased 37.37%
18.13%
$113.285M
1.821M shares@ $62.2 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 33.11%
12.34%
$77.082M
2.425M shares@ $31.79 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 42.59%
7.68%
$48M
1.151M shares@ $41.69 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 31.96%
6.45%
$40.269M
1.469M shares@ $27.42 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 25.29%
5.86%
$36.576M
846,867 shares@ $43.19 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 42.4%
5.59%
$34.918M
1.134M shares@ $30.8 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 8.1%
4.43%
$27.67M
806,952 shares@ $34.3 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 49.78%
4.33%
$27.013M
565,845 shares@ $47.75 avg price
DFARDimensional Etf Trust
Recent Activity
Increased 36.8%
3.08%
$19.208M
749,134 shares@ $25.64 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 40.09%
2.85%
$17.8M
467,443 shares@ $38.08 avg price