RFP
DABS

Root Financial Partners’s DoubleLine Asset-Backed Securities ETF DABS Stock Holding History

Root Financial Partners’s Portfolio DABS Stock Details DABS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-612
Closed -$31.1K – 3409
2026
Q1 		$31.1K Buy
+612
New +$31.2K ﹤0.01% 1099

Other funds holding DABS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

Root Financial Partners's DABS Position: Q2 2026 in Review

Root Financial Partners sold out of DoubleLine Asset-Backed Securities ETF (DABS) in Q2 2026, closing a stake of 612 shares — an estimated $31.1K sold.

Root Financial Partners first reported a position in DABS in Q1 2026 and held it in 1 quarter. The position peaked at $31.1K in Q1 2026. 15 funds tracked by Wall St. Rank hold DABS as of Q2 2026.

  • Root Financial Partners reported no remaining DoubleLine Asset-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 612 DoubleLine Asset-Backed Securities ETF shares in Q2 2026, an estimated $31.1K.
  • Root Financial Partners first reported a position in DoubleLine Asset-Backed Securities ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's DoubleLine Asset-Backed Securities ETF position peaked at $31.1K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held DoubleLine Asset-Backed Securities ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.