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Doubleline Etf Trust shares owned by Essential Planning

Quarter-by-quarter ownership of Doubleline Etf Trust (DBND) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Doubleline Etf Trust

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All positions including Doubleline Etf Trust held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 29k 47.36
2024-06-30 $1.4M 30k 45.40
2024-03-31 $1.0M 22k 46.26
2023-09-30 $556k 13k 44.12
2023-06-30 $388k 8.4k 46.18
2023-03-31 $349k 7.5k 46.70

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

Top funds holding Doubleline Etf Trust

CWM
Seascape Capital Management
Whitney & Company
Boothe Investment Group
One Capital Management
HPM Partners
Foundations Investment Advisors
Cravens & Co Advisors
Envestnet Asset Management
Waddell & Associates
Fortis Advisors
Landmark Wealth Management
Beckerman Institutional
Mml Investors Services
Premier Path Wealth Partners

View all funds holding Doubleline Etf Trust