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 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 $3.94B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

Root Financial Partners sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q2 2026, closing a stake of 3,123 shares — an estimated $124K sold.

Root Financial Partners first reported a position in DIVI in Q3 2025 and held it in 3 quarters. The position peaked at $124K in Q1 2026. 193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

Root Financial Partners reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3,123 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $124K.
Root Financial Partners first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Franklin International Core Dividend Tilt Index ETF position peaked at $124K in Q1 2026.
193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

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