Burt Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Burt Wealth Advisors’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
2025 Q3	–	Sell	-21,460	Closed	-$552K	–	118
2025 Q2	$552K	Buy	21,460 +9,559	+80%	+$242K	0.13%	67
2025 Q1	$301K	Sell	11,901 -33,291	-74%	-$868K	0.08%	90
2024 Q4	$1.18M	Buy	45,192 +19,591	+77%	+$533K	0.3%	35
2024 Q3	$720K	Buy	+25,601	New	+$731K	0.18%	49
2023 Q4	–	Sell	-11,094	Closed	-$321K	–	108
2023 Q3	$321K	Buy	+11,094	New	+$309K	0.1%	75
2023 Q1	–	Sell	-36,004	Closed	-$1.05M	–	106
2022 Q4	$1.05M	Buy	36,004 +29,277	+435%	+$950K	0.35%	28
2022 Q3	$228K	Buy	+6,727	New	+$217K	0.09%	78

Other funds holding DBMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return