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Doubleline Total Etf etf shares owned by M Wealth Management

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by M Wealth Management from 13F filings

Historical chart of M Wealth Management investment in Doubleline Total Etf etf

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All positions including Doubleline Total Etf etf held by M Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Total Etf etf by M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 273k 40.57
2025-06-30 $11M 269k 40.11
2025-03-31 $11M 271k 40.29
2024-12-31 $11M 281k 39.39

More positions owned by M Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Shares Represent (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)

View all positions for M Wealth Management

Top funds holding Doubleline Total Etf etf

FMR
Morgan Stanley
Signature Estate and Investment Advisors
CWM
Envestnet Asset Management
LPL Financial
Tectonic Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Kestra Investment Management
Capital Advisors
Chevoit Value Management
Royal Bank of Canada

View all funds holding Doubleline Total Etf etf