Root Financial Partners’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-762	Closed	-$38.2K	–	3384
2026 Q1	$38.2K	Buy	+762	New	+$38.4K	﹤0.01%	999

Other funds holding DMX

Hippocratic Financial Advisors Westlake Village, California $265M AUM 13.23% 1-Year Est. Return

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

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $241M AUM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

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

Root Financial Partners sold out of DoubleLine Multi-Sector Income ETF (DMX) in Q2 2026, closing a stake of 762 shares — an estimated $38.2K sold.

Root Financial Partners first reported a position in DMX in Q1 2026 and held it in 1 quarter. The position peaked at $38.2K in Q1 2026. 20 funds tracked by Wall St. Rank hold DMX as of Q2 2026.

Root Financial Partners reported no remaining DoubleLine Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 762 DoubleLine Multi-Sector Income ETF shares in Q2 2026, an estimated $38.2K.
Root Financial Partners first reported a position in DoubleLine Multi-Sector Income ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's DoubleLine Multi-Sector Income ETF position peaked at $38.2K in Q1 2026.
20 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q2 2026.

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