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Litman Gregory Fds Tr shares owned by Edge Wealth Management

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

Historical chart of Edge Wealth Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Edge Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $32M 1.1M 30.15

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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
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View all positions for Edge Wealth Management

Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Farther Finance Advisors
Concurrent Investment Advisors
Resources Investment Advisors

View all funds holding Litman Gregory Fds Tr