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Litman Gregory Fds Tr shares owned by Dynamic Advisors Solutions

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

Historical chart of Dynamic Advisors Solutions investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Dynamic Advisors Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 59k 28.68
2023-12-31 $1.4M 54k 25.87
2023-09-30 $1.4M 48k 28.90
2023-06-30 $615k 22k 27.63
2023-03-31 $8.8M 333k 26.30
2022-12-31 $8.6M 296k 29.11

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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