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Litman Gregory Fds Tr shares owned by Cooper Financial Group

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

Historical chart of Cooper Financial Group investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Cooper Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.2M 100k 32.53

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
TIAA Wealth Investment Management
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Goldstein Advisors
Edge Wealth Management
Royal Bank of Canada
Farther Finance Advisors
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr