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Litman Gregory Fds Tr shares owned by Equitable Holdings

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Equitable Holdings from 13F filings

Historical chart of Equitable Holdings investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 184k 27.31
2025-06-30 $4.4M 172k 25.73
2025-03-31 $4.2M 167k 25.26
2024-12-31 $3.8M 143k 26.16
2024-09-30 $3.4M 123k 28.13
2024-06-30 $4.1M 135k 30.06
2024-03-31 $3.1M 108k 28.68
2023-12-31 $2.5M 98k 25.76
2023-09-30 $2.6M 90k 28.90
2023-06-30 $3.3M 118k 27.63
2023-03-31 $3.4M 128k 26.30