Litman Gregory Fds Tr shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 70k | 27.31 |
| 2025-06-30 | $2.1M | 82k | 25.73 |
| 2025-03-31 | $2.5M | 100k | 25.26 |
| 2024-12-31 | $2.4M | 91k | 26.16 |
| 2024-09-30 | $2.7M | 97k | 28.13 |
| 2024-06-30 | $2.7M | 90k | 30.06 |
| 2024-03-31 | $2.4M | 85k | 28.68 |
| 2023-12-31 | $1.6M | 61k | 25.76 |
| 2023-09-30 | $2.0M | 70k | 28.90 |
| 2023-06-30 | $1.9M | 70k | 27.63 |
More positions owned by Captrust Financial Advisors
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