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Disclosery

Root Financial Partners, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Root Financial Partners, LLC on DFAC, newest first. How the timeline and the estimate are built.

Root Financial Partners, LLC held 396,464 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 396,464 shares
    Change vs previous 13F -43,476 shares

    0.68% of the 13F portfolio, value $17,587,152.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 439,940 shares
    Change vs previous 13F +13,352 shares

    0.79% of the 13F portfolio, value $17,096,074.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 426,588 shares
    Change vs previous 13F -84,461 shares

    0.87% of the 13F portfolio, value $16,888,601.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 511,049 shares
    Change vs previous 13F +202,748 shares

    1.21% of the 13F portfolio, value $19,711,168.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 308,301 shares
    Change vs previous 13F -436,396 shares

    1.07% of the 13F portfolio, value $11,049,524.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 744,697 shares
    Change vs previous 13F -32,885 shares

    2.62% of the 13F portfolio, value $24,601,186.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 777,582 shares
    Change vs previous 13F -29,370 shares

    3.33% of the 13F portfolio, value $26,896,550.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 806,952 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $27,670,389.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).