Family Investment Center’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Family Investment Center’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	-26,591	Closed	-$684K	–	106
2025 Q2	$684K	Sell	26,591 -327,302	-92%	-$8.28M	0.16%	41
2025 Q1	$8.94M	Sell	353,893 -109,344	-24%	-$2.85M	2.18%	15
2024 Q4	$12.1M	Buy	463,237 +23,100	+5%	+$629K	3.07%	13
2024 Q3	$12.4M	Sell	440,137 -124,707	-22%	-$3.56M	3.11%	13
2024 Q2	$17M	Buy	564,844 +51,913	+10%	+$1.53M	5.07%	7
2024 Q1	$14.7M	Buy	512,931 +503,741	+5,481%	+$13.6M	4.74%	7
2023 Q4	$237K	Buy	+9,190	New	+$255K	0.12%	65

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

LGWM

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

CPCM

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

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

PFM

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

Family Investment Center's DBMF Position: Q3 2025 in Review

Family Investment Center sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2025, closing a stake of 26,591 shares — an estimated $684K sold.

Family Investment Center first reported a position in DBMF in Q4 2023 and held it in 7 quarters. The position peaked at $17M in Q2 2024. 192 funds tracked by Wall St. Rank hold DBMF as of Q3 2025.

Family Investment Center reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
Family Investment Center sold 26,591 iMGP DBi Managed Futures Strategy ETF shares in Q3 2025, an estimated $684K.
Family Investment Center first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2023 and held it in 7 quarters.
Family Investment Center's iMGP DBi Managed Futures Strategy ETF position peaked at $17M in Q2 2024.
192 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2025.

Based on Family Investment Center's 13F filing for Q3 2025, filed 22 Oct 2025.