DCRE — DOUBLELINE ETF TRUST

Ownership history in Diversified, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Diversified, LLC reported a position in DOUBLELINE ETF TRUST (DCRE). 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
3.03% (2023 Q3)
Avg. % of fund
2.23%
First filed
2023 Q2
Last filed
2024 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 265,527 +6,864 +2.7% 1.52% $13.8M $48.27
2024 Q2 ADDED 258,663 +7,445 +3.0% 1.56% $13.3M $47.04
2024 Q1 ADDED 251,218 +12,997 +5.5% 1.77% $12.9M $46.25
2023 Q4 ADDED 238,221 +6,747 +2.9% 2.62% $12.1M $45.52
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% of Fund (quarterly)    DCRE price (monthly, adj. close)

Other funds also holding DCRE

As of 2025 Q4 — sorted by position size

SHUFRO ROSE & CO LLC 3Y 7Y 5.13% STAPP WEALTH MANAGEMENT, PLLC 3Y 2.39% Seascape Capital Management 3Y 7Y 2.32% SAXON INTERESTS, INC. 3Y 1.7% Independent Family Office, LLC 3Y 1.56% Tortoise Investment Management, LLC 3Y 7Y 1.21% HUTCHINSON CAPITAL MANAGEMENT/CA 3Y 7Y 0.96% Global Wealth Management Investment Advisory, Inc. 3Y 7Y 0.92% Motley Fool Wealth Management, LLC 3Y 7Y 0.79% Blue Line Capital, LLC / IL 0.78%
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