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Litman Gregory Fds Tr shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 83k 28.13
2024-06-30 $2.3M 78k 30.06
2024-03-31 $2.4M 84k 28.68
2023-12-31 $2.9M 111k 25.76
2023-09-30 $3.9M 133k 28.90
2023-06-30 $562k 20k 27.62
2023-03-31 $952k 36k 26.30
2022-12-31 $4.3M 147k 29.11
2022-09-30 $10M 300k 33.94
2022-06-30 $6.1M 190k 32.40
2022-03-31 $207k 7.2k 28.65