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Litman Gregory Fds Tr shares owned by Advisor Resource Council

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Advisor Resource Council from 13F filings

Historical chart of Advisor Resource Council investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Advisor Resource Council consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Advisor Resource Council

Quarter filed Position value Share count Share price at filing
2025-12-31 $326k 11k 29.07
2025-06-30 $233k 9.1k 25.73
2025-03-31 $6.7M 274k 24.43
2024-09-30 $661k 24k 28.13

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Farther Finance Advisors
Resources Investment Advisors
Rockland Trust
Envestnet Asset Management

View all funds holding Litman Gregory Fds Tr