Litman Gregory Fds Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $867k | 32k | 27.31 |
| 2025-06-30 | $669k | 26k | 25.73 |
| 2025-03-31 | $540k | 21k | 25.26 |
| 2024-12-31 | $920k | 35k | 26.16 |
| 2023-12-31 | $4.1M | 155k | 26.55 |
| 2023-09-30 | $583k | 20k | 28.90 |
| 2022-12-31 | $944k | 32k | 29.11 |