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Litman Gregory Fds Tr shares owned by Forum Finance Group

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Forum Finance Group from 13F filings

Historical chart of Forum Finance Group investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Forum Finance Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 78k 24.27

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Farther Finance Advisors

View all funds holding Litman Gregory Fds Tr