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Disclosery

Root Financial Partners, LLC: DFCA position timeline

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

Root Financial Partners, LLC held 63,917 DFCA 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 63,917 shares
    Change vs previous 13F -8,300 shares

    0.12% of the 13F portfolio, value $3,207,332.

    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 72,217 shares
    Change vs previous 13F +18,046 shares

    0.17% of the 13F portfolio, value $3,600,036.

    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 54,171 shares
    Change vs previous 13F +1,813 shares

    0.14% of the 13F portfolio, value $2,712,913.

    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 52,358 shares
    Change vs previous 13F +19,067 shares

    0.16% of the 13F portfolio, value $2,608,731.

    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 33,291 shares
    Change vs previous 13F +7,753 shares

    0.16% of the 13F portfolio, value $1,640,583.

    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 25,538 shares
    Change vs previous 13F +6,283 shares

    0.14% of the 13F portfolio, value $1,266,666.

    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 19,255 shares
    Change vs previous 13F +3,010 shares

    0.12% of the 13F portfolio, value $963,699.

    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 16,245 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $823,286.

    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).