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Litman Gregory Fds Tr shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $555k 19k 28.68
2023-12-31 $685k 27k 25.76
2023-09-30 $1.6M 55k 28.90
2023-06-30 $2.5M 89k 27.63
2023-03-31 $3.2M 121k 26.30
2022-12-31 $4.0M 138k 29.11
2022-09-30 $5.3M 155k 33.94
2022-06-30 $4.0M 125k 32.40