Mather Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

Mather 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 Q3	$4.19M	Buy	90,500 +4,150	+5%	+$199K	0.04%	194
2026 Q2	$4.24M	Buy	86,350 +2,169	+3%	+$107K	0.04%	175
2026 Q1	$4.16M	Buy	84,181 +884	+1%	+$44K	0.04%	154
2025 Q4	$4.14M	Buy	83,297 +2,301	+3%	+$115K	0.04%	138
2025 Q3	$4.02M	Buy	80,996 +3,516	+5%	+$173K	0.04%	139
2025 Q2	$3.8M	Buy	+77,480	New	+$3.76M	0.04%	137

Other funds holding DMBS

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 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

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

MPIA

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Mather Group's DMBS Position: Q3 2026 in Review

Mather Group increased its DoubleLine Mortgage ETF (DMBS) stake by 4.8% in Q3 2026, buying an estimated $199K and bringing the position to 90,500 shares worth $4.19M. The position accounts for 0.04% of the portfolio, ranked #194.

Mather Group first reported a position in DMBS in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.24M in Q2 2026. 17 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

Mather Group held 90,500 shares of DoubleLine Mortgage ETF worth $4.19M as of Q3 2026.
Mather Group bought 4,150 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $199K.
DoubleLine Mortgage ETF made up 0.04% of Mather Group's portfolio in Q3 2026, its #194 holding.
Mather Group first reported a position in DoubleLine Mortgage ETF in Q2 2025 and has held it in 6 quarters since.
Mather Group's DoubleLine Mortgage ETF position peaked at $4.24M in Q2 2026.
17 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.