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Root Financial Partners’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Root Financial Partners’s Portfolio DFVE Stock Details DFVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.3K Buy
+870
New +$28.9K ﹤0.01% 1150

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

Root Financial Partners opened a new position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q1 2026: 870 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings.

9 funds tracked by Wall St. Rank hold DFVE as of Q1 2026.

  • Root Financial Partners held 870 shares of DoubleLine Fortune 500 Equal Weight ETF worth $28.3K as of Q1 2026.
  • DoubleLine Fortune 500 Equal Weight ETF was a new Root Financial Partners position in Q1 2026.
  • DoubleLine Fortune 500 Equal Weight ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1150 holding.
  • 9 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2026.

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