Root Financial Partners’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Root Financial Partners’s Portfolio DCRE Stock Details DCRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$167K	Buy	+3,214	New	+$167K	0.01%	377

Other funds holding DCRE

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Root Financial Partners's DCRE Position: Q1 2026 in Review

Root Financial Partners opened a new position in DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2026: 3,214 shares worth $167K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings.

77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Root Financial Partners held 3,214 shares of DoubleLine Commercial Real Estate Debt ETF worth $167K as of Q1 2026.
DoubleLine Commercial Real Estate Debt ETF was a new Root Financial Partners position in Q1 2026.
DoubleLine Commercial Real Estate Debt ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #377 holding.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.