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 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 $3.23B AUM 15.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Root Financial Partners reduced its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 0.22% in Q1 2026, selling an estimated $286 and leaving 3,123 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #486.

Root Financial Partners first reported a position in DIVI in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold DIVI as of Q1 2026.

Root Financial Partners held 3,123 shares of Franklin International Core Dividend Tilt Index ETF worth $124K as of Q1 2026.
Root Financial Partners sold 7 Franklin International Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $286.
Franklin International Core Dividend Tilt Index ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #486 holding.
Root Financial Partners first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2025 and has held it in 3 quarters since.
184 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2026.

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