CFFP
DBMF icon

Center for Financial Planning’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Center for Financial Planning’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
Q2 		$2.79K Hold
91
– – ﹤0.01% 571
2026
Q1 		$2.74K Sell
91
-285
-76% -$8.54K ﹤0.01% 561
2025
Q4 		$10.6K Buy
+376
New +$10.7K ﹤0.01% 487

Other funds holding DBMF

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Center for Financial Planning's DBMF Position: Q2 2026 in Review

Center for Financial Planning held its iMGP DBi Managed Futures Strategy ETF (DBMF) position steady in Q2 2026 at 91 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Center for Financial Planning first reported a position in DBMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.6K in Q4 2025. 89 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • Center for Financial Planning held 91 shares of iMGP DBi Managed Futures Strategy ETF worth $2.79K as of Q2 2026.
  • Center for Financial Planning left its iMGP DBi Managed Futures Strategy ETF share count unchanged in Q2 2026.
  • iMGP DBi Managed Futures Strategy ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #571 holding.
  • Center for Financial Planning first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Center for Financial Planning's iMGP DBi Managed Futures Strategy ETF position peaked at $10.6K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.