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Litman Gregory Fds Tr shares owned by Fairman Group

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

Historical chart of Fairman Group investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Fairman Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $387k 14k 28.13
2024-06-30 $47k 1.6k 30.07
2024-03-31 $45k 1.6k 28.68
2023-12-31 $39k 1.5k 25.76

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View all positions for Fairman Group

Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Northwestern Mutual Wealth Management Company
Goldstein Advisors
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Morgan Stanley
Resources Investment Advisors
ValMark Advisers
Family Investment Center
Frontier Asset Management
Jpmorgan Chase & Co
ALM First Financial Advisors

View all funds holding Litman Gregory Fds Tr