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Disclosery

Root Financial Partners, LLC: DFAI position timeline

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

Root Financial Partners, LLC held 4,528,406 DFAI 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 4,528,406 shares
    Change vs previous 13F +361,377 shares

    7.26% of the 13F portfolio, value $186,796,750.

    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 4,167,029 shares
    Change vs previous 13F +198,552 shares

    7.51% of the 13F portfolio, value $162,347,461.

    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 3,968,477 shares
    Change vs previous 13F +189,283 shares

    7.81% of the 13F portfolio, value $151,238,655.

    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 3,779,194 shares
    Change vs previous 13F +975,094 shares

    8.47% of the 13F portfolio, value $137,373,704.

    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 2,804,100 shares
    Change vs previous 13F -498,505 shares

    9.37% of the 13F portfolio, value $96,937,740.

    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 3,302,605 shares
    Change vs previous 13F +182,384 shares

    10.99% of the 13F portfolio, value $103,115,059.

    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 3,120,221 shares
    Change vs previous 13F +694,749 shares

    11.3% of the 13F portfolio, value $91,110,450.

    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 2,425,472 shares
    Change vs previous 13F not available

    12.33% of the 13F portfolio, value $77,081,507.

    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).