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Root Financial Partners’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Root Financial Partners’s Portfolio DBMF Stock Details DBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22
Closed -$601 – 2455
2025
Q3 		$601 Buy
+22
New +$576 ﹤0.01% 2132

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TIAA Trust, National Association
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Northwestern Mutual Wealth Management
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TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Root Financial Partners's DBMF Position: Q4 2025 in Review

Root Financial Partners sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q4 2025, closing a stake of 22 shares — an estimated $601 sold.

Root Financial Partners first reported a position in DBMF in Q3 2025 and held it in 1 quarter. The position peaked at $601 in Q3 2025. 241 funds tracked by Wall St. Rank hold DBMF as of Q4 2025.

  • Root Financial Partners reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 22 iMGP DBi Managed Futures Strategy ETF shares in Q4 2025, an estimated $601.
  • Root Financial Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iMGP DBi Managed Futures Strategy ETF position peaked at $601 in Q3 2025.
  • 241 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.