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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Farther Finance Advisors's DMBS Position: Q2 2026 in Review

Farther Finance Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 136% in Q2 2026, buying an estimated $418K and bringing the position to 14,784 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #1299.

Farther Finance Advisors first reported a position in DMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.51M in Q3 2024. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Farther Finance Advisors held 14,784 shares of DoubleLine Mortgage ETF worth $726K as of Q2 2026.
  • Farther Finance Advisors bought 8,520 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $418K.
  • DoubleLine Mortgage ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1299 holding.
  • Farther Finance Advisors first reported a position in DoubleLine Mortgage ETF in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's DoubleLine Mortgage ETF position peaked at $5.51M in Q3 2024.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.