DBMF — IMGP DBI MANAGED FUTURES STRATEGY ETF

Ownership history in Root Financial Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in IMGP DBI MANAGED FUTURES STRATEGY ETF (DBMF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 22 — — 0.00% $601 $26.22
% of Fund (quarterly)    DBMF price (monthly, adj. close)

Other funds also holding DBMF

As of 2025 Q4 — sorted by position size

Innova Wealth Partners 3Y 6.07% FMA Wealth Management, LLC 4.5% Goldstein Advisors, LLC 3Y 3.36% Upper Left Wealth Management, LLC 3Y 3.35% Fortitude Family Office, LLC 2.93% Beacon Harbor Wealth Advisors, Inc. 3Y 2.72% Longview Financial Advisors, Inc. 2.67% Parcion Private Wealth LLC 3Y 2.66% Austin Wealth Management, LLC 2.66% ALM First Financial Advisors, LLC 3Y 2.62%
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