Litman Gregory Fds Tr shares owned by LPL Financial
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $144M | 5.3M | 27.31 |
| 2025-06-30 | $133M | 5.2M | 25.73 |
| 2025-03-31 | $124M | 4.9M | 25.26 |
| 2024-12-31 | $7.6M | 292k | 26.16 |
| 2024-09-30 | $8.8M | 311k | 28.13 |
| 2024-06-30 | $16M | 539k | 30.06 |
| 2024-03-31 | $8.5M | 296k | 28.68 |
| 2023-09-30 | $30M | 1.0M | 28.90 |
| 2023-06-30 | $9.1M | 328k | 27.63 |
| 2023-03-31 | $14M | 526k | 26.30 |
| 2022-12-31 | $17M | 570k | 29.11 |
| 2022-09-30 | $16M | 474k | 33.94 |
| 2022-06-30 | $5.6M | 174k | 32.40 |
| 2021-12-31 | $598k | 23k | 25.80 |
| 2021-09-30 | $614k | 22k | 27.90 |