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Litman Gregory Fds Tr shares owned by Live Oak Investment Partners

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

Historical chart of Live Oak Investment Partners investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Live Oak Investment 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 Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 132k 27.31
2025-06-30 $3.0M 116k 25.73
2025-03-31 $2.9M 116k 25.26
2024-12-31 $2.4M 91k 26.15

More positions owned by Live Oak Investment Partners

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
New York Life Investments Et Nyli Hedge Multi (QAI)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
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Netflix (NFLX)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Msci Emrg Chn (EMXC)

View all positions for Live Oak Investment Partners

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