Litman Gregory Fds Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $652k | 23k | 28.06 |
| 2025-09-30 | $476k | 17k | 27.31 |
| 2025-06-30 | $448k | 17k | 25.73 |
| 2025-03-31 | $486k | 19k | 25.26 |
| 2024-12-31 | $506k | 19k | 26.16 |
| 2024-09-30 | $539k | 19k | 28.13 |
| 2024-06-30 | $572k | 19k | 30.06 |
| 2024-03-31 | $580k | 20k | 28.68 |
| 2023-12-31 | $258k | 10k | 25.76 |
| 2023-09-30 | $782k | 27k | 28.90 |
| 2023-06-30 | $259k | 9.4k | 27.63 |
| 2023-03-31 | $246k | 9.4k | 26.30 |