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Litman Gregory Fds Tr shares owned by CLS Investments

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

Historical chart of CLS Investments investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $536k 19k 28.06
2025-09-30 $496k 18k 27.31
2025-06-30 $472k 18k 25.73
2025-03-31 $475k 19k 25.26
2024-12-31 $535k 20k 26.16
2024-09-30 $582k 21k 28.13
2024-06-30 $656k 22k 30.06
2024-03-31 $703k 25k 28.68
2023-12-31 $437k 17k 26.03
2023-09-30 $1.3M 44k 28.90
2023-06-30 $1.2M 43k 27.63
2023-03-31 $946k 36k 26.30