DABS — DOUBLELINE ETF TRUST

Ownership history in Focus Partners Wealth  ·  1 quarter on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in DOUBLELINE ETF TRUST (DABS). 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
1.02% (2025 Q3)
Avg. % of fund
1.02%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 3,380,343 — — 1.02% $630.7M $49.91
% of Fund (quarterly)    DABS price (monthly, adj. close)

Other funds also holding DABS

As of 2025 Q4 — sorted by position size

BEAM WEALTH ADVISORS, INC. 3Y 3.86% Paladin Wealth, LLC 1.36% Brown Financial Advisors 1.14% Mattson Financial Services, LLC 1.01% Gradient Investments LLC 3Y 7Y 0.89% Asset Advisors Investment Management, LLC 3Y 7Y 0.72% BASSO CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.17% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.07% FLOW TRADERS U.S. LLC 3Y 7Y 0.05% NAPLES GLOBAL ADVISORS, LLC 3Y 7Y 0.04%
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