Litman Gregory Fds Tr shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 48k | 27.31 |
| 2025-06-30 | $1.0M | 41k | 25.73 |
| 2025-03-31 | $1.2M | 47k | 25.26 |
| 2024-12-31 | $1.2M | 47k | 26.16 |
| 2024-09-30 | $1.3M | 45k | 28.13 |
| 2024-06-30 | $1.2M | 41k | 30.06 |
| 2024-03-31 | $1.3M | 45k | 28.68 |