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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

Tip: Access up to 7 years of quarterly data

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

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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
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