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Diversified Trust’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Diversified Trust’s Portfolio DMAR Stock Details DMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,000
Closed -$204K – 1053
2025
Q3 		$204K Buy
+5,000
New +$201K ﹤0.01% 932

Other funds holding DMAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Diversified Trust's DMAR Position: Q4 2025 in Review

Diversified Trust sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2025, closing a stake of 5,000 shares — an estimated $204K sold.

Diversified Trust first reported a position in DMAR in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 90 funds tracked by Wall St. Rank hold DMAR as of Q4 2025.

  • Diversified Trust reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 5,000 FT Vest US Equity Deep Buffer ETF March shares in Q4 2025, an estimated $204K.
  • Diversified Trust first reported a position in FT Vest US Equity Deep Buffer ETF March in Q3 2025 and held it in 1 quarter.
  • Diversified Trust's FT Vest US Equity Deep Buffer ETF March position peaked at $204K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.