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Litman Gregory Fds Tr shares owned by Deane Retirement Strategies

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

Historical chart of Deane Retirement Strategies investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Deane Retirement Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $11k 406 26.16
2024-09-30 $11k 383 28.13

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Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Litman Gregory Asset Management
Northwestern Mutual Wealth Management Company
Cardinal Point Capital Management, ULC
Goldstein Advisors
Summit Wealth & Retirement Planning
Resources Investment Advisors
ValMark Advisers
Family Investment Center
ALM First Financial Advisors
Frontier Asset Management
Jpmorgan Chase & Co
Savant Capital Management

View all funds holding Litman Gregory Fds Tr