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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

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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
2025-09-30 $5.9M 216k 27.31
2025-06-30 $5.6M 218k 25.73
2025-03-31 $18k 696 25.26
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

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr