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Litman Gregory Fds Tr shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $741k 27k 27.27
2025-06-30 $718k 28k 25.75
2025-03-31 $659k 26k 25.31
2024-12-31 $531k 20k 26.16
2024-09-30 $648k 23k 28.12

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View all positions for ORG Wealth Partners

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr