Root Financial Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$625M
Signature - Title
Daniel Degheri - Chief Compliance Officer
Location
Solana Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Root Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Root Financial Partners, LLC reported 152 stock holdings with total value $625M as of Q3 2024. Top holdings included DFUS, DFAI, DFUV, DFAE, and DFCF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 152 $625M +$178M -$5M +$173M DFUS, DFAI, DFUV, DFAE, DFCF 13F-HR 10/31/2024, 05:34 PM
Q2 2024 113 $427M +$97.1M -$8.21M +$88.8M DFUS, DFAI, DFUV, DFAE, DFCF 13F-HR 8/2/2024, 05:38 PM
Q1 2024 96 $337M +$62.4M -$6.28M +$56.1M DFUS, DFAI, DFUV, DFCF, DFAC 13F-HR 4/24/2024, 09:31 AM
Q4 2023 82 $266M +$60.2M -$656K +$59.6M DFUS, DFAI, DFCF, DFAC, DFAE 13F-HR 1/29/2024, 06:45 PM
Q3 2023 68 $189M +$29.5M -$2.82M +$26.7M DFUS, DFAI, DFAC, DFCF, DFAE 13F-HR 10/19/2023, 11:57 AM
Q2 2023 63 $168M +$29.6M -$7.21M +$22.4M DFUS, DFAI, DFAC, DFCF, DFAE 13F-HR 7/26/2023, 08:39 PM
Q1 2023 62 $140M $0 $0 DFAI, DFUS, DFAC, DFCF, DFAE 13F-HR 5/11/2023, 09:09 PM