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Litman Gregory Fds Tr shares owned by Fifth Third Securities

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Fifth Third Securities from 13F filings

Historical chart of Fifth Third Securities investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Fifth Third Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 11k 27.31
2025-06-30 $228k 8.9k 25.73
2025-03-31 $248k 9.8k 25.26
2024-12-31 $404k 16k 26.16

More positions owned by Fifth Third Securities

Vanguard Index Funds S&p 500 Etf Usd Exchange Traded Fund (VOO)
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Exchange Traded Fund (SPY)
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Exchange Traded Fund (VUG)
Ishares Trust Core Divid Gwth Exchange Traded Fund (DGRO)
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Vanguard Bd Index Fds Total Bnd Mrkt Exchange Traded Fund (BND)
Spdr Gold Tr Gold Exchange Traded Fund (GLD)
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Exchange Traded Fund (VTV)
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Exchange Traded Fund (IAU)
Vanguard Developed Markets Index Fund Etf Exchange Traded Fund (VEA)

View all positions for Fifth Third Securities

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