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Litman Gregory Fds Tr shares owned by Longview Financial Advisors

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

Historical chart of Longview Financial Advisors investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Longview Financial 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 Longview Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 122k 28.13
2024-06-30 $3.7M 125k 30.06
2024-03-31 $3.5M 121k 28.68
2023-12-31 $2.8M 110k 25.76

More positions owned by Longview Financial Advisors

Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Invesco S&p 500 Garp Etf Etf (SPGP)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Cambria Foreign Shareholder Yield Etf Etf (FYLD)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)
Spdr S&p Global Natural Resources Etf Etf (GNR)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Simplify Managed Futures Strategy Etf Etf (CTA)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Longview Financial Advisors

Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Naviter Wealth
Goldstein Advisors
Cardinal Point Capital Management, ULC
Northwestern Mutual Wealth Management Company
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Morgan Stanley
ValMark Advisers
LPL Financial
Family Investment Center
Resources Investment Advisors
Frontier Asset Management

View all funds holding Litman Gregory Fds Tr