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Rbb Fund Trust shares owned by DKM Wealth Management

Quarter-by-quarter ownership of Rbb Fund Trust (COPY) shares owned by DKM Wealth Management from 13F filings

Historical chart of DKM Wealth Management investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by DKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 163k 12.31
2025-06-30 $709k 61k 11.72
2025-03-31 $206k 20k 10.33

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View all positions for DKM Wealth Management

Top funds holding Rbb Fund Trust

Jane Street
Goss Wealth Management
Nations Financial Group
DKM Wealth Management
LPL Financial
Citadel Advisors
Susquehanna International
Mutual Advisors
Steward Partners Investment Advisory
Oppenheimer & Co
Certified Advisory Corp
Royal Bank of Canada
PFG Investments
Private Management Group
Wealth Alliance

View all funds holding Rbb Fund Trust