Aspiriant LLC
DBMF icon

Aspiriant LLC’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Aspiriant LLC’s Portfolio DBMF Stock Details DBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.12M Buy
126,749
+3,105
+3% +$97.4K 0.1% 80
2026
Q2 		$3.78M Sell
123,644
-2,874
-2% -$88.3K 0.09% 84
2026
Q1 		$3.81M Sell
126,518
-4,086
-3% -$122K 0.11% 81
2025
Q4 		$3.66M Buy
+130,604
New +$3.73M 0.11% 85

Other funds holding DBMF

Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Aspiriant LLC's DBMF Position: Q3 2026 in Review

Aspiriant LLC increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 2.5% in Q3 2026, buying an estimated $97.4K and bringing the position to 126,749 shares worth $4.12M. The position accounts for 0.1% of the portfolio, ranked #80.

Aspiriant LLC first reported a position in DBMF in Q4 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold DBMF as of Q3 2026.

  • Aspiriant LLC held 126,749 shares of iMGP DBi Managed Futures Strategy ETF worth $4.12M as of Q3 2026.
  • Aspiriant LLC bought 3,105 iMGP DBi Managed Futures Strategy ETF shares in Q3 2026, an estimated $97.4K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.1% of Aspiriant LLC's portfolio in Q3 2026, its #80 holding.
  • Aspiriant LLC first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.