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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Larson Financial Group's DMBS Position: Q1 2026 in Review

Larson Financial Group increased its DoubleLine Mortgage ETF (DMBS) stake by 0.73% in Q1 2026, buying an estimated $299 and bringing the position to 826 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Larson Financial Group first reported a position in DMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $68K in Q1 2025. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Larson Financial Group held 826 shares of DoubleLine Mortgage ETF worth $40.8K as of Q1 2026.
  • Larson Financial Group bought 6 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $299.
  • DoubleLine Mortgage ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1453 holding.
  • Larson Financial Group first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's DoubleLine Mortgage ETF position peaked at $68K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.