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Litman Gregory Fds Tr shares owned by Family Office Research

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Family Office Research from 13F filings

Historical chart of Family Office Research investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Family Office Research

Quarter filed Position value Share count Share price at filing
2025-09-30 $932k 34k 27.31
2025-06-30 $836k 33k 25.73
2025-03-31 $633k 25k 25.26

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View all positions for Family Office Research

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr