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Litman Gregory Fds Tr shares owned by HPM Partners

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $766k 28k 27.31
2025-06-30 $795k 31k 25.73
2025-03-31 $778k 31k 25.26
2024-12-31 $836k 32k 26.33

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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