Litman Gregory Fds Tr shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 421k | 27.31 |
| 2025-06-30 | $9.3M | 363k | 25.73 |
| 2025-03-31 | $6.4M | 255k | 25.26 |
| 2024-12-31 | $6.5M | 247k | 26.16 |
| 2024-09-30 | $215k | 7.6k | 28.13 |
| 2024-06-30 | $379k | 13k | 30.06 |