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Litman Gregory Fds Tr shares owned by Change Path

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

Historical chart of Change Path investment in Litman Gregory Fds Tr

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Quarterly reported holdings in Litman Gregory Fds Tr by Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $371k 14k 25.77
2023-09-30 $399k 14k 28.93
2023-06-30 $959k 29k 32.61
2023-03-31 $422k 16k 26.31

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Top funds holding Litman Gregory Fds Tr

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

View all funds holding Litman Gregory Fds Tr