Safe Harbor Wealth Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Safe Harbor Wealth 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	$2.36M	Buy	+46,986	New	+$2.34M	2.28%	10

Other funds holding DMBS

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Safe Harbor Wealth Advisors's DMBS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in DoubleLine Mortgage ETF (DMBS) in Q4 2025: 46,986 shares worth $2.36M. The stake represents 2.28% of the portfolio and ranks #10 among its holdings.

85 funds tracked by Wall St. Rank hold DMBS as of Q4 2025.

Safe Harbor Wealth Advisors held 46,986 shares of DoubleLine Mortgage ETF worth $2.36M as of Q4 2025.
DoubleLine Mortgage ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
DoubleLine Mortgage ETF made up 2.28% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #10 holding.
85 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.