Morgan Stanley
DFVE icon

Morgan Stanley’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Morgan Stanley’s Portfolio DFVE Stock Details DFVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60,000
Closed -$1.79M – 8409
2025
Q2 		$1.79M Hold
60,000
– – ﹤0.01% 4775
2025
Q1 		$1.69M Hold
60,000
– – ﹤0.01% 4711
2024
Q4 		$1.7M Hold
60,000
– – ﹤0.01% 4817
2024
Q3 		$1.74M Hold
60,000
– – ﹤0.01% 4735
2024
Q2 		$1.6M Hold
60,000
– – ﹤0.01% 4688
2024
Q1 		$1.66M Buy
+60,000
New +$1.57M ﹤0.01% 4688

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Morgan Stanley's DFVE Position: Q3 2025 in Review

Morgan Stanley sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q3 2025, closing a stake of 60,000 shares — an estimated $1.79M sold.

Morgan Stanley first reported a position in DFVE in Q1 2024 and held it in 6 quarters. The position peaked at $1.79M in Q2 2025. 6 funds tracked by Wall St. Rank hold DFVE as of Q3 2025.

  • Morgan Stanley reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 60,000 DoubleLine Fortune 500 Equal Weight ETF shares in Q3 2025, an estimated $1.79M.
  • Morgan Stanley first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q1 2024 and held it in 6 quarters.
  • Morgan Stanley's DoubleLine Fortune 500 Equal Weight ETF position peaked at $1.79M in Q2 2025.
  • 6 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.