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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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 $4.62B AUM 25.58% 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 $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Mather Group's DMBS Position: Q1 2026 in Review

Mather Group increased its DoubleLine Mortgage ETF (DMBS) stake by 1.1% in Q1 2026, buying an estimated $44K and bringing the position to 84,181 shares worth $4.16M. The position accounts for 0.04% of the portfolio, ranked #154.

Mather Group first reported a position in DMBS in Q2 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Mather Group held 84,181 shares of DoubleLine Mortgage ETF worth $4.16M as of Q1 2026.
  • Mather Group bought 884 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $44K.
  • DoubleLine Mortgage ETF made up 0.04% of Mather Group's portfolio in Q1 2026, its #154 holding.
  • Mather Group first reported a position in DoubleLine Mortgage ETF in Q2 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.