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Litman Gregory Fds Tr shares owned by CWM

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

Historical chart of CWM investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $57M 2.0M 28.13
2024-06-30 $43M 1.4M 30.06
2024-03-31 $35M 1.2M 28.68
2023-12-31 $27M 1.0M 25.76
2023-09-30 $7.7M 268k 28.90
2023-06-30 $7.1M 257k 27.63
2023-03-31 $5.6M 212k 26.30
2022-12-31 $5.4M 185k 29.11