Litman Gregory Fds Tr shares owned by GeoWealth Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 12k | 27.31 |
| 2025-06-30 | $334k | 13k | 25.73 |
| 2025-03-31 | $326k | 13k | 25.26 |
| 2024-12-31 | $578k | 22k | 26.16 |
| 2024-09-30 | $450 | 16 | 28.13 |
| 2024-06-30 | $2.1M | 69k | 30.06 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-09-30 | $77k | 2.6k | 29.85 |
| 2023-06-30 | $136k | 4.9k | 27.78 |