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Litman Gregory Fds Tr shares owned by Howard Bailey Securities

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Howard Bailey Securities from 13F filings

Historical chart of Howard Bailey Securities investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Howard Bailey Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 53k 27.31
2025-06-30 $1.3M 52k 25.73
2025-03-31 $1.4M 54k 25.26
2024-12-31 $1.6M 59k 26.16
2024-09-30 $1.3M 48k 28.13

More positions owned by Howard Bailey Securities

Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Efficient Cor (NTSX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Core Msci Emkt (IEMG)

View all positions for Howard Bailey Securities

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