BEAM Asset Management »

Litman Gregory Fds Tr shares owned by BEAM Asset Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by BEAM Asset Management from 13F filings

Historical chart of BEAM Asset Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Litman Gregory Fds Tr by BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $724k 24k 30.15

More positions owned by BEAM Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Real Assets Etf (RAAX)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Doubleline Etf Trust Asset Backed Sec (DABS)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for BEAM Asset Management

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Parcion Private Wealth
Bank of America Corporation
Raymond James Financial
Toroso Investments
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Royal Bank of Canada

View all funds holding Litman Gregory Fds Tr