DBND — DOUBLELINE ETF TRUST

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in DOUBLELINE ETF TRUST (DBND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.1% (2024 Q4)
Avg. % of fund
5.61%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 210,540 +8,684 +4.3% 5.48% $9.8M $46.04
2025 Q3 ADDED 201,856 +12,934 +6.8% 5.53% $9.4M $45.47
2025 Q2 ADDED 188,922 +13,721 +7.8% 5.80% $8.7M $44.64
2025 Q1 ADDED 175,201 +7,023 +4.2% 5.86% $8.1M $44.04
2024 Q4 ADDED 168,178 +46,218 +37.9% 6.10% $7.6M $42.86
2024 Q3 INITIATED 121,960 — — 4.86% $5.8M $44.07
% of Fund (quarterly)    DBND price (monthly, adj. close)

Other funds also holding DBND

As of 2025 Q4 — sorted by position size

Boothe Investment Group, Inc. 3Y 7Y 10.71% Seascape Capital Management 3Y 7Y 8.51% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 6.55% Cravens & Co Advisors, LLC 3Y 6.42% Fortis Advisors, LLC 3Y 7Y 5.13% Landmark Wealth Management, LLC 3Y 2.5% OPTIMA CAPITAL LLC 2.41% W.G. Shaheen & Associates DBA Whitney & Co 3Y 7Y 2.0% Algorithmic Investment Models, LLC 3Y 1.5% Elyxium Wealth, LLC 1.5%
← Back to Beckerman Institutional, LLC Holdings