Mercer Global Advisors
DMBS icon

Mercer Global Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Mercer Global Advisors’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
2025
Q4 		– Sell
-5,023
Closed -$250K – 2877
2025
Q3 		$250K Sell
5,023
-3,312
-40% -$163K ﹤0.01% 2224
2025
Q2 		$409K Sell
8,335
-15,096
-64% -$732K ﹤0.01% 1674
2025
Q1 		$1.15M Buy
+23,431
New +$1.14M ﹤0.01% 1068

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Mercer Global Advisors's DMBS Position: Q4 2025 in Review

Mercer Global Advisors sold out of DoubleLine Mortgage ETF (DMBS) in Q4 2025, closing a stake of 5,023 shares — an estimated $250K sold.

Mercer Global Advisors first reported a position in DMBS in Q1 2025 and held it in 3 quarters. The position peaked at $1.15M in Q1 2025. 85 funds tracked by Wall St. Rank hold DMBS as of Q4 2025.

  • Mercer Global Advisors reported no remaining DoubleLine Mortgage ETF position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 5,023 DoubleLine Mortgage ETF shares in Q4 2025, an estimated $250K.
  • Mercer Global Advisors first reported a position in DoubleLine Mortgage ETF in Q1 2025 and held it in 3 quarters.
  • Mercer Global Advisors's DoubleLine Mortgage ETF position peaked at $1.15M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.