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Litman Gregory Fds Tr shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 46k 30.15
2023-03-31 $1.0M 16k 64.13
2022-12-31 $6.5M 223k 29.11
2022-09-30 $8.5M 251k 33.94
2022-06-30 $1.7M 53k 32.16

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View all positions for Money Concepts Capital Corp

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Raymond James Financial
Parcion Private Wealth
Bank of America Corporation
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Farther Finance Advisors

View all funds holding Litman Gregory Fds Tr