FOUNDATIONS INVESTMENT ADVISORS, LLC

Holdings History for DoubleLine ETF Trust - Exchange Traded Product (DMX)

Symbol: DMX
Investment type: Equity / Exchange Traded Product
Latest Disclosed Shares Owned: 134,630 shares
Security Ownership %: 15%

Shares, Excluding Options vs Price

Value, Excluding Options

FOUNDATIONS INVESTMENT ADVISORS, LLC ownership in DoubleLine ETF Trust Exchange Traded Product (DMX)

28 Jul 2025 - FOUNDATIONS INVESTMENT ADVISORS, LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 134,630 shares of DoubleLine ETF Trust Exchange Traded Product (DMX). This represents 15% ownership of the company. In their previous filing dated 06 Jun 2025, FOUNDATIONS INVESTMENT ADVISORS, LLC had reported owning 109,249 shares, indicating an increase of +23%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
FOUNDATIONS INVESTMENT ADVISORS, LLC	15%	+12%	$6,790,603	134,630	+25,381	+23%	$50.44	13G/A	30 Jun 2025	28 Jul 2025, 20:31
FOUNDATIONS INVESTMENT ADVISORS, LLC	13%	+68%	$5,446,063	109,249	+69,777	+177%	$49.85	13G/A	31 May 2025	06 Jun 2025, 17:16
FOUNDATIONS INVESTMENT ADVISORS, LLC	7.6%		$1,959,390	39,472			$49.64	13G	31 Mar 2025	29 Apr 2025, 18:01

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.17%	+0.06%	$12,626,779	249,936	+86,308	+53%	$50.52	Q4 2025
30 Sep 2025	0.12%	+0.02%	$8,296,766	163,628	+28,998	+22%	$50.71	Q3 2025
30 Jun 2025	0.11%	+0.08%	$6,790,723	134,630	+95,158	+241%	$50.44	Q2 2025
31 Mar 2025	0.04%	+0.04%	$1,965,693	39,472	+39,472	NEW	$49.80	Q1 2025

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.