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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
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

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

Mather Group's DMBS Position: Q2 2026 in Review

Mather Group increased its DoubleLine Mortgage ETF (DMBS) stake by 2.6% in Q2 2026, buying an estimated $107K and bringing the position to 86,350 shares worth $4.24M. The position accounts for 0.04% of the portfolio, ranked #175.

Mather Group first reported a position in DMBS in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Mather Group held 86,350 shares of DoubleLine Mortgage ETF worth $4.24M as of Q2 2026.
  • Mather Group bought 2,169 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $107K.
  • DoubleLine Mortgage ETF made up 0.04% of Mather Group's portfolio in Q2 2026, its #175 holding.
  • Mather Group first reported a position in DoubleLine Mortgage ETF in Q2 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.