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Litman Gregory Fds Tr shares owned by Betterment

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

Historical chart of Betterment investment in Litman Gregory Fds Tr

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Quarterly reported holdings in Litman Gregory Fds Tr by Betterment

Quarter filed Position value Share count Share price at filing
2022-12-31 $288k 9.9k 29.12
2022-09-30 $318k 9.8k 32.39
2022-06-30 $318k 9.8k 32.39
2022-03-31 $283k 9.9k 28.61
2021-12-31 $211k 8.2k 25.75
2021-09-30 $307k 11k 27.88

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
ValMark Advisers
Litman Gregory Asset Management
Family Investment Center
Advisor Group Holdings
Summit Wealth & Retirement Planning
Jpmorgan Chase & Co
Savant Capital Management
ALM First Financial Advisors
Fortress Wealth Group

View all funds holding Litman Gregory Fds Tr