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Litman Gregory Fds Tr shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by MBL Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.0M 62k 32.53

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View all positions for MBL Wealth

Top funds holding Litman Gregory Fds Tr

LPL Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
TIAA Wealth Investment Management
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Goldstein Advisors
Edge Wealth Management
Royal Bank of Canada
Farther Finance Advisors
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr