Litman Gregory Fds Tr shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 56k | 27.31 |
| 2025-06-30 | $1.8M | 69k | 25.73 |
| 2025-03-31 | $1.7M | 68k | 25.26 |
| 2024-12-31 | $2.0M | 75k | 26.16 |
| 2024-09-30 | $2.2M | 79k | 28.13 |
| 2024-06-30 | $2.4M | 79k | 30.06 |
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