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

Brown Financial Advisors’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Buy
216,939
+13,281
+7% +$652K 3.72% 2
2026
Q1 		$10.1M Buy
203,658
+40,263
+25% +$2M 3.81% 2
2025
Q4 		$8.11M Sell
163,395
-380
-0.2% -$18.9K 2.97% 2
2025
Q3 		$8.14M Buy
163,775
+36,005
+28% +$1.77M 3.01% 2
2025
Q2 		$6.27M Sell
127,770
-2,866
-2% -$139K 2.45% 5
2025
Q1 		$6.41M Sell
130,636
-39,291
-23% -$1.91M 2.64% 2
2024
Q4 		$8.17M Buy
169,927
+76,411
+82% +$3.73M 3.28% 4
2024
Q3 		$4.71M Sell
93,516
-52,179
-36% -$2.59M 1.94% 10
2024
Q2 		$7.03M Buy
+145,695
New +$6.98M 3.14% 3

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Brown Financial Advisors's DMBS Position: Q2 2026 in Review

Brown Financial Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 6.5% in Q2 2026, buying an estimated $652K and bringing the position to 216,939 shares worth $10.6M. The position accounts for 3.72% of the portfolio, ranked #2.

Brown Financial Advisors first reported a position in DMBS in Q2 2024 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Brown Financial Advisors held 216,939 shares of DoubleLine Mortgage ETF worth $10.6M as of Q2 2026.
  • Brown Financial Advisors bought 13,281 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $652K.
  • DoubleLine Mortgage ETF made up 3.72% of Brown Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Brown Financial Advisors first reported a position in DoubleLine Mortgage ETF in Q2 2024 and has held it in 9 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.