Farther Finance Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Farther Finance 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 Q3	$533K	Sell	11,501 -3,283	-22%	-$158K	﹤0.01%	1537
2026 Q2	$726K	Buy	14,784 +8,520	+136%	+$418K	0.01%	1299
2026 Q1	$308K	Buy	6,264 +6,262	+313,100%	+$312K	﹤0.01%	1715
2025 Q4	$122	Hold	2	–	–	﹤0.01%	5281
2025 Q3	$120	Hold	2	–	–	﹤0.01%	4805
2025 Q2	$117	Sell	2 -7,053	-100%	-$342K	﹤0.01%	4292
2025 Q1	$346K	Sell	7,055 -15,646	-69%	-$759K	0.01%	964
2024 Q4	$1.09M	Sell	22,701 -86,682	-79%	-$4.24M	0.04%	345
2024 Q3	$5.51M	Buy	109,383 +62,691	+134%	+$3.11M	0.21%	95
2024 Q2	$2.22M	Buy	46,692 +5,778	+14%	+$277K	0.11%	150
2024 Q1	$1.97M	Buy	40,914 +1,798	+5%	+$87.6K	0.12%	145
2023 Q4	$1.94M	Buy	+39,116	New	+$1.85M	0.14%	135

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

Farther Finance Advisors's DMBS Position: Q3 2026 in Review

Farther Finance Advisors reduced its DoubleLine Mortgage ETF (DMBS) stake by 22% in Q3 2026, selling an estimated $158K and leaving 11,501 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Farther Finance Advisors first reported a position in DMBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.51M in Q3 2024. 11 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

Farther Finance Advisors held 11,501 shares of DoubleLine Mortgage ETF worth $533K as of Q3 2026.
Farther Finance Advisors sold 3,283 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $158K.
DoubleLine Mortgage ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1537 holding.
Farther Finance Advisors first reported a position in DoubleLine Mortgage ETF in Q4 2023 and has held it in 12 quarters since.
Farther Finance Advisors's DoubleLine Mortgage ETF position peaked at $5.51M in Q3 2024.
11 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.