DCRE β€” DOUBLELINE ETF TRUST

Ownership history in SHUFRO ROSE & CO LLC  Β·  5 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported DOUBLELINE ETF TRUST (DCRE) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 5.13% in 2025 Q4. The latest visible filing shows DCRE at 5.13% 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 DCRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUFRO ROSE & CO 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
2025 Q4

DCRE was reported at 5.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.13% 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
2024 Q4 to 2025 Q4

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 SHUFRO ROSE & CO LLC held DCRE β€” position size vs. price
% of Fund (quarterly)    DCRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,461,567 +626,648 +75.1% 5.13% $75.9M 2026-02-14 (Est.) $51.84
2025 Q3 REDUCED 834,919 -8,448 -1.0% 3.54% $43.3M 2025-11-12 $51.10
2025 Q2 REDUCED 843,367 -11,978 -1.4% 3.52% $43.7M 2025-08-11 $50.35
2025 Q1 ADDED 855,345 +15,995 +1.9% 3.50% $44.4M 2025-05-08 $49.42
2024 Q4 INITIATED 839,350 β€” β€” 3.34% $43.2M 2025-02-25 $48.96

FAQ About SHUFRO ROSE & CO LLC and DCRE

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

How long has SHUFRO ROSE & CO LLC reported owning DCRE?

SHUFRO ROSE & CO LLC reported DCRE across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DCRE position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for DCRE was 5.13% in 2025 Q4.

What is the latest reported DCRE position on this page?

The most recent filing on this page is 2025 Q4, when SHUFRO ROSE & CO LLC reported 1,461,567 shares, equal to 5.13% of portfolio, with an estimated market value of $75.9M.

What does the chart on this DCRE ownership page compare?

The chart compares SHUFRO ROSE & CO LLC's quarterly DCRE 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.

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