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Litman Gregory Fds Tr shares owned by Matrix Trust

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

Historical chart of Matrix Trust investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 39k 27.32
2025-06-30 $1.0M 41k 25.72
2025-03-31 $1.1M 42k 25.27
2024-12-31 $772k 30k 26.15
2024-09-30 $111k 3.9k 28.12

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Ishares Tr Core Us Aggbd Et (AGG)
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Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Hartford Quality (QUVU)

View all positions for Matrix Trust

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