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Litman Gregory Fds Tr shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment Advisors investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Caerus Investment 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 Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 7.3k 30.15

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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
Litman Gregory Asset Management
Beacon Pointe Advisors
Edge Wealth Management
Goldstein Advisors
Savant Capital Management

View all funds holding Litman Gregory Fds Tr