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Sensible Financial Planning & Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Sensible Financial Planning & Management’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
Q3 		– Sell
-10,086
Closed -$495K – 32
2025
Q2 		$495K Buy
+10,086
New +$489K 0.09% 35

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 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 $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Sensible Financial Planning & Management's DMBS Position: Q3 2025 in Review

Sensible Financial Planning & Management sold out of DoubleLine Mortgage ETF (DMBS) in Q3 2025, closing a stake of 10,086 shares — an estimated $495K sold.

Sensible Financial Planning & Management first reported a position in DMBS in Q2 2025 and held it in 1 quarter. The position peaked at $495K in Q2 2025. 67 funds tracked by Wall St. Rank hold DMBS as of Q3 2025.

  • Sensible Financial Planning & Management reported no remaining DoubleLine Mortgage ETF position as of Q3 2025 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 10,086 DoubleLine Mortgage ETF shares in Q3 2025, an estimated $495K.
  • Sensible Financial Planning & Management first reported a position in DoubleLine Mortgage ETF in Q2 2025 and held it in 1 quarter.
  • Sensible Financial Planning & Management's DoubleLine Mortgage ETF position peaked at $495K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.