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Litman Gregory Fds Tr shares owned by AI Financial Services

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by AI Financial Services from 13F filings

Historical chart of AI Financial Services investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by AI Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by AI Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 329k 27.41
2025-06-30 $5.7M 222k 25.73
2025-03-31 $5.5M 217k 25.26
2024-12-31 $4.4M 167k 26.16

More positions owned by AI Financial Services

Ishares Tr Russell 2000 Etf (IWM)
Touchstone Etf Trust Touchstone Sands (TSEL)
2023 Etf Series Trust Brandes Us Value (BUSA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Virtus Etf Tr Ii Alphasimplex Mng (ASMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for AI Financial Services

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr