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Litman Gregory Fds Tr shares owned by Focus Financial Network

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

Historical chart of Focus Financial Network investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Focus Financial Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 10k 27.31
2025-06-30 $243k 9.4k 25.73
2025-03-31 $213k 8.4k 25.26

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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