BFC Planning, Inc.’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

BFC Planning, Inc.’s Portfolio DCRE Stock Details DCRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.3K	Sell	202 -2	-1%	-$103	﹤0.01%	2364
2026 Q2	$10.6K	Sell	204 -328	-62%	-$17K	﹤0.01%	2343
2026 Q1	$27.6K	Buy	+532	New	+$27.7K	﹤0.01%	1570
2025 Q3	–	Sell	-64	Closed	-$3.33K	–	2993
2025 Q2	$3.33K	Buy	+64	New	+$3.31K	﹤0.01%	2185

Other funds holding DCRE

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

BFC Planning, Inc.'s DCRE Position: Q3 2026 in Review

BFC Planning, Inc. reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 0.98% in Q3 2026, selling an estimated $103 and leaving 202 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

BFC Planning, Inc. first reported a position in DCRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $27.6K in Q1 2026. 73 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

BFC Planning, Inc. held 202 shares of DoubleLine Commercial Real Estate Debt ETF worth $10.3K as of Q3 2026.
BFC Planning, Inc. sold 2 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $103.
DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2364 holding.
BFC Planning, Inc. first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s DoubleLine Commercial Real Estate Debt ETF position peaked at $27.6K in Q1 2026.
73 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.