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Litman Gregory Fds Tr shares owned by Heron Bay Capital Management

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

Historical chart of Heron Bay Capital 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 Heron Bay Capital 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 Heron Bay Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $784k 26k 30.61

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Northwestern Mutual Wealth Management Company
TIAA Wealth Investment Management
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Goldstein Advisors
Edge Wealth Management
Royal Bank of Canada
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr