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Litman Gregory Fds Tr shares owned by Parcion Private Wealth

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

Historical chart of Parcion Private Wealth investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $42M 1.5M 27.31
2024-12-31 $32M 1.2M 26.16
2022-12-31 $262k 9.0k 29.11

More positions owned by Parcion Private Wealth

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Eafe (IEFA)
Coinbase Global Com Cl A (COIN)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares A I Inno (BAI)
Paccar (PCAR)

View all positions for Parcion Private Wealth

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