Litman Gregory Fds Tr shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $245k | 9.0k | 27.31 |
| 2025-06-30 | $178k | 6.9k | 25.73 |
| 2025-03-31 | $189k | 7.5k | 25.26 |
| 2024-12-31 | $205k | 7.9k | 26.16 |
| 2024-09-30 | $222k | 7.9k | 28.13 |
| 2024-06-30 | $228k | 7.9k | 28.94 |
| 2024-03-31 | $235k | 7.9k | 29.93 |
| 2023-12-31 | $217k | 8.4k | 25.76 |
| 2023-09-30 | $306k | 11k | 28.90 |
| 2023-06-30 | $309k | 11k | 27.63 |
| 2023-03-31 | $397 | 15 | 26.47 |
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