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Litman Gregory Fds Tr shares owned by Latitude Advisors

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

Historical chart of Latitude Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 35k 30.61
2023-03-31 $1.3M 49k 26.30
2022-12-31 $1.5M 52k 29.11

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View all positions for Latitude Advisors

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