Hippocratic Financial Advisors, LLC DMX β€” DOUBLELINE ETF TRUST

Ownership history in Hippocratic Financial Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Hippocratic Financial Advisors, LLC reported DOUBLELINE ETF TRUST (DMX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 12.57% in 2025 Q4. The latest visible filing shows DMX at 12.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hippocratic Financial Advisors, LLC's position in DOUBLELINE ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DMX was reported at 12.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.57% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hippocratic Financial Advisors, LLC held DMX β€” position size vs. price
% of Fund (quarterly)    DMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 558,329 +18,426 +3.4% 12.26% $28.0M 2026-04-21 $50.39
2025 Q4 ADDED β€” β€” β€” 539,903 +62,856 +13.2% 12.57% $27.3M 2026-01-20 $49.88
2025 Q3 ADDED β€” β€” β€” 477,047 +44,156 +10.2% 11.64% $24.2M 2025-10-27 $49.30
2025 Q2 INITIATED β€” β€” β€” 432,891 β€” β€” 11.66% $21.8M 2025-07-15 $48.04

FAQ About Hippocratic Financial Advisors, LLC and DMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hippocratic Financial Advisors, LLC reported owning DMX?

Hippocratic Financial Advisors, LLC reported DMX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DMX position in Hippocratic Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for DMX was 12.57% in 2025 Q4.

What is the latest reported DMX position on this page?

The most recent filing on this page is 2026 Q1, when Hippocratic Financial Advisors, LLC reported 558,329 shares, equal to 12.26% of portfolio, with an estimated market value of $28.0M.

What does the chart on this DMX ownership page compare?

The chart compares Hippocratic Financial Advisors, LLC's quarterly DMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hippocratic Financial Advisors, LLC time their DMX position?

Based on 13F filing dates vs. subsequent DMX price moves, Hippocratic Financial Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DMX relative to SPY over the holding period was -10.4%.

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