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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
2024-03-31 $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

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View all positions for CWM

Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
Litman Gregory Asset Management
ValMark Advisers
Family Investment Center
Advisor Group Holdings
Summit Wealth & Retirement Planning
Jpmorgan Chase & Co
ALM First Financial Advisors
Savant Capital Management
Fortress Wealth Group

View all funds holding Litman Gregory Fds Tr