Litman Gregory Fds Tr shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 9.4k | 27.31 |
| 2025-06-30 | $367k | 14k | 25.73 |
| 2025-03-31 | $528k | 21k | 25.26 |
| 2024-12-31 | $634k | 24k | 26.16 |
| 2024-09-30 | $813k | 29k | 28.13 |
| 2024-06-30 | $953k | 32k | 30.06 |
| 2023-12-31 | $407k | 16k | 25.76 |
| 2023-09-30 | $504k | 18k | 28.90 |
| 2023-06-30 | $893k | 32k | 27.63 |
| 2023-03-31 | $403k | 15k | 26.30 |
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