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Litman Gregory Fds Tr shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $703k 25k 28.68
2023-12-31 $437k 17k 26.03
2023-09-30 $1.3M 44k 28.90
2023-06-30 $1.2M 43k 27.63
2023-03-31 $946k 36k 26.30
2022-12-31 $887k 31k 29.11
2022-09-30 $1.0M 31k 33.92
2022-06-30 $378k 12k 32.42
2022-03-31 $355k 12k 28.60
2021-12-31 $332k 13k 25.81
2021-09-30 $448k 16k 27.94