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 Q2	–	Sell	-870	Closed	-$28.3K	–	3272
2026 Q1	$28.3K	Buy	+870	New	+$28.9K	﹤0.01%	1150

Other funds holding DFVE

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Root Financial Partners sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q2 2026, closing a stake of 870 shares — an estimated $28.3K sold.

Root Financial Partners first reported a position in DFVE in Q1 2026 and held it in 1 quarter. The position peaked at $28.3K in Q1 2026. 7 funds tracked by Wall St. Rank hold DFVE as of Q2 2026.

Root Financial Partners reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 870 DoubleLine Fortune 500 Equal Weight ETF shares in Q2 2026, an estimated $28.3K.
Root Financial Partners first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's DoubleLine Fortune 500 Equal Weight ETF position peaked at $28.3K in Q1 2026.
7 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q2 2026.

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