DFVE DOUBLELINE ETF TRUST

Ownership history in UBS Group AG  ·  3 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in DOUBLELINE ETF TRUST (DFVE). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 580 +289 +99.3% 0.00% $18K $31.23
2025 Q1 ADDED 291 +288 +9600.0% 0.00% $8K $27.78
2024 Q2 INITIATED 3 0.00% $80
% of Fund (quarterly)    DFVE price (monthly, adj. close)
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