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Disclosery

Root Financial Partners, LLC: DFAU position timeline

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

Root Financial Partners, LLC held 194,759 DFAU 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 194,759 shares
    Change vs previous 13F -25,001 shares

    0.39% of the 13F portfolio, value $10,067,102.

    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 219,760 shares
    Change vs previous 13F +67,557 shares

    0.46% of the 13F portfolio, value $9,915,565.

    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 152,203 shares
    Change vs previous 13F +3,960 shares

    0.37% of the 13F portfolio, value $7,123,077.

    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 148,243 shares
    Change vs previous 13F +8,418 shares

    0.42% of the 13F portfolio, value $6,783,619.

    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 139,825 shares
    Change vs previous 13F +80,872 shares

    0.57% of the 13F portfolio, value $5,922,987.

    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 58,953 shares
    Change vs previous 13F +34,997 shares

    0.24% of the 13F portfolio, value $2,266,136.

    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 23,956 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $969,985.

    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 23,956 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $950,821.

    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).