Larson Financial Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

Larson Financial Group’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	$41K	Buy	835 +9	+1%	+$442	﹤0.01%	1610
2026 Q1	$40.8K	Buy	826 +6	+0.7%	+$299	﹤0.01%	1453
2025 Q4	$40.7K	Sell	820 -69	-8%	-$3.44K	﹤0.01%	1340
2025 Q3	$44.2K	Buy	889 +1	+0.1%	+$49	﹤0.01%	1210
2025 Q2	$43.6K	Sell	888 -498	-36%	-$24.1K	﹤0.01%	1121
2025 Q1	$68K	Buy	1,386 +1,226	+766%	+$59.4K	﹤0.01%	904
2024 Q4	$7.7K	Buy	+160	New	+$7.82K	﹤0.01%	1562

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

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

Larson Financial Group's DMBS Position: Q2 2026 in Review

Larson Financial Group increased its DoubleLine Mortgage ETF (DMBS) stake by 1.1% in Q2 2026, buying an estimated $442 and bringing the position to 835 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Larson Financial Group first reported a position in DMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $68K in Q1 2025. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Larson Financial Group held 835 shares of DoubleLine Mortgage ETF worth $41K as of Q2 2026.
Larson Financial Group bought 9 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $442.
DoubleLine Mortgage ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1610 holding.
Larson Financial Group first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 7 quarters since.
Larson Financial Group's DoubleLine Mortgage ETF position peaked at $68K in Q1 2025.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.