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 Q1	$38.2K	Buy	+762	New	+$38.4K	﹤0.01%	999

Other funds holding DMX

Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $241M AUM

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

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

Root Financial Partners opened a new position in DoubleLine Multi-Sector Income ETF (DMX) in Q1 2026: 762 shares worth $38.2K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings.

13 funds tracked by Wall St. Rank hold DMX as of Q1 2026.

Root Financial Partners held 762 shares of DoubleLine Multi-Sector Income ETF worth $38.2K as of Q1 2026.
DoubleLine Multi-Sector Income ETF was a new Root Financial Partners position in Q1 2026.
DoubleLine Multi-Sector Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #999 holding.
13 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q1 2026.

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