Root Financial Partners, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1977181
ENCINITAS, CA
Position in CAPE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$31,902
New position
Shares Held
1,034
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in CAPE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,902 | 1,034 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||