Compound Planning Inc. Buys 255,512 Shares of DoubleLine Mortgage ETF $DMBS

Compound Planning Inc. raised its stake in DoubleLine Mortgage ETF (NYSEARCA:DMBS) by 1,467.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 272,928 shares of the company’s stock after purchasing an additional 255,512 shares during the quarter. Compound Planning Inc. owned 1.97% of DoubleLine Mortgage ETF worth $13,552,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. Vermillion & White Wealth Management Group LLC boosted its position in shares of DoubleLine Mortgage ETF by 1.3% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 34,376 shares of the company’s stock valued at $1,707,000 after buying an additional 432 shares during the last quarter. NewEdge Advisors LLC raised its position in DoubleLine Mortgage ETF by 9.2% in the 4th quarter. NewEdge Advisors LLC now owns 41,774 shares of the company’s stock valued at $2,074,000 after buying an additional 3,502 shares during the last quarter. Strong Retirement Solutions LLC bought a new position in DoubleLine Mortgage ETF during the 4th quarter valued at $263,000. GeoWealth Management LLC bought a new position in DoubleLine Mortgage ETF during the 4th quarter valued at $774,000. Finally, Osaic Holdings Inc. boosted its holdings in DoubleLine Mortgage ETF by 5.4% during the 4th quarter. Osaic Holdings Inc. now owns 781,023 shares of the company’s stock worth $38,782,000 after acquiring an additional 40,253 shares during the last quarter.

DoubleLine Mortgage ETF Trading Up 0.2%

NYSEARCA DMBS opened at $49.00 on Friday. DoubleLine Mortgage ETF has a 1 year low of $48.19 and a 1 year high of $50.54. The company has a fifty day moving average price of $49.10 and a 200-day moving average price of $49.52.

DoubleLine Mortgage ETF Profile

The Doubleline Etf Trust – Mortgage ETF (DMBS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed portfolio of investment grade residential mortgage-backed securities of any maturity. The fund seeks to outperform the Bloomberg US Mortgage-Backed Securities Index DMBS was launched on Mar 31, 2023 and is managed by DoubleLine.