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Litman Gregory Fds Tr shares owned by Baird Financial

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

Historical chart of Baird Financial investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Baird Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 97k 30.15
2025-09-30 $4.1M 150k 27.31
2025-06-30 $4.4M 171k 25.73
2025-03-31 $4.4M 176k 25.26
2024-12-31 $4.3M 166k 26.16
2024-09-30 $1.3M 46k 28.13