Brown Financial Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.27M	Sell	127,770 -2,866	-2%	-$141K	2.45%	5
2025 Q1	$6.41M	Sell	130,636 -39,291	-23%	-$1.93M	2.64%	2
2024 Q4	$8.17M	Buy	169,927 +76,411	+82%	+$3.68M	3.28%	4
2024 Q3	$4.71M	Sell	93,516 -52,179	-36%	-$2.63M	1.94%	10
2024 Q2	$7.03M	Buy	+145,695	New	+$7.03M	3.14%	3