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Litman Gregory Fds Tr shares owned by FMA Wealth Management

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

Historical chart of FMA Wealth 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 FMA Wealth 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 FMA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.0M 229k 26.16
2024-09-30 $5.9M 211k 28.13

More positions owned by FMA Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Us Sml Cap Eqt (SMLF)
Fidelity Covington Trust Enhanced Intl (FENI)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Harbor Etf Trust Internatnal Comp (OSEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Russell Yield (ONEY)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Fidelity Covington Trust Enhanced Small (FESM)

View all positions for FMA Wealth Management

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