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Litman Gregory Fds Tr shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5k 83 30.14

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Raymond James Financial
Parcion Private Wealth
Bank of America Corporation
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management

View all funds holding Litman Gregory Fds Tr