Welch Financial Planning LLC Invests $551,000 in DoubleLine Mortgage ETF $DMBS

Posted by Lauren Steadman on May 5th, 2026

Welch Financial Planning LLC bought a new stake in shares of DoubleLine Mortgage ETF (NYSEARCA:DMBS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 11,103 shares of the company’s stock, valued at approximately $551,000. Welch Financial Planning LLC owned approximately 0.08% of DoubleLine Mortgage ETF at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in DMBS. Flow Traders U.S. LLC acquired a new stake in DoubleLine Mortgage ETF during the second quarter valued at $205,000. Susquehanna International Group LLP acquired a new position in shares of DoubleLine Mortgage ETF in the third quarter worth about $211,000. Prime Capital Investment Advisors LLC purchased a new stake in shares of DoubleLine Mortgage ETF during the 3rd quarter worth about $250,000. Argus Investors Counsel Inc. purchased a new stake in shares of DoubleLine Mortgage ETF during the 4th quarter worth about $260,000. Finally, Financial Guidance Group Inc. acquired a new stake in shares of DoubleLine Mortgage ETF during the 4th quarter valued at about $335,000.

DoubleLine Mortgage ETF Stock Down 0.3%

NYSEARCA DMBS opened at $48.97 on Tuesday. The stock has a 50-day moving average of $49.60 and a 200 day moving average of $49.75. DoubleLine Mortgage ETF has a twelve month low of $47.74 and a twelve month high of $50.54.

DoubleLine Mortgage ETF Increases Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were paid a dividend of $0.2122 per share. This represents a c) annualized dividend and a dividend yield of 5.2%. The ex-dividend date of this dividend was Monday, March 2nd. This is a positive change from DoubleLine Mortgage ETF’s previous monthly dividend of $0.21.

DoubleLine Mortgage ETF Company Profile

(Free Report)

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.