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
Download as csvQuarterly 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 |