Root Financial Partners’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$133K	Buy	+3,123	New	+$136K	﹤0.01%	599
2026 Q2	–	Sell	-3,123	Closed	-$124K	–	1124
2026 Q1	$124K	Sell	3,123 -7	-0.2%	-$286	0.01%	486
2025 Q4	$122K	Hold	3,130	–	–	0.01%	405
2025 Q3	$117K	Buy	+3,130	New	+$114K	0.01%	394

Other funds holding DIVI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Root Financial Partners's DIVI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Franklin International Core Dividend Tilt Index ETF (DIVI) in Q3 2026: 3,123 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DIVI as recently as Q1 2026.

Root Financial Partners first reported a position in DIVI in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold DIVI as of Q3 2026.

Root Financial Partners held 3,123 shares of Franklin International Core Dividend Tilt Index ETF worth $133K as of Q3 2026.
Franklin International Core Dividend Tilt Index ETF was a new Root Financial Partners position in Q3 2026.
Franklin International Core Dividend Tilt Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #599 holding.
Root Financial Partners first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2025 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.