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Great Diamond Partners’s DoubleLine Mortgage ETF DMBS Stock Holding History

Great Diamond Partners’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 		– Sell
-54,765
Closed -$2.69M – 244
2026
Q2 		$2.69M Buy
54,765
+2,647
+5% +$130K 0.46% 66
2026
Q1 		$2.57M Buy
+52,118
New +$2.6M 0.5% 65

Other funds holding DMBS

GI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Diamond Partners's DMBS Position: Q3 2026 in Review

Great Diamond Partners sold out of DoubleLine Mortgage ETF (DMBS) in Q3 2026, closing a stake of 54,765 shares — an estimated $2.69M sold.

Great Diamond Partners first reported a position in DMBS in Q1 2026 and held it in 2 quarters. The position peaked at $2.69M in Q2 2026. 11 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • Great Diamond Partners reported no remaining DoubleLine Mortgage ETF position as of Q3 2026 after selling out during the quarter.
  • Great Diamond Partners sold 54,765 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $2.69M.
  • Great Diamond Partners first reported a position in DoubleLine Mortgage ETF in Q1 2026 and held it in 2 quarters.
  • Great Diamond Partners's DoubleLine Mortgage ETF position peaked at $2.69M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.